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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 | $121,273 | $81,840+48.2% | $63,412+91.2% | $125,389-3.3% |
| Participation rate | 66.7% | 73.0%-6.4pp | 67.1%-0.4pp | 83.2%-16.5pp |
| Annual return | -0.27% | -0.10%-0.2pp | 4.04%-4.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,600 | $3,064+180.6% | $2,496+244.6% | $5,352+60.7% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |