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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,858 | $54,357+45.1% | $82,706-4.7% | $68,495+15.1% |
| Participation rate | 45.7% | 63.9%-18.2pp | 72.6%-26.9pp | 67.9%-22.2pp |
| Annual return | -18.97% | -13.67%-5.3pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,788 | $3,246-44.9% | $4,394-59.3% | $4,028-55.6% |
| Admin fee / account holder | $59 | $4,396-98.7% | $5,329-98.9% | $5,403-98.9% |