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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 | $35,539 | $131,835-73.0% | $108,582-67.3% | $273,972-87.0% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 3.17% | -91.57%+94.7pp | -51.70%+54.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $329 | $4,913-93.3% | $3,758-91.2% | $4,869-93.2% |
| Participant deferral / active EE | $1,686 | $5,127-67.1% | $4,311-60.9% | $5,287-68.1% |
| Admin fee / account holder | $139 | $10,253-98.6% | $7,645-98.2% | $10,133-98.6% |