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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 | $85,005 | $98,766-13.9% | $149,730-43.2% | $79,852+6.5% |
| Participation rate | 45.3% | 75.8%-30.4pp | 82.5%-37.1pp | 69.6%-24.3pp |
| Annual return | 17.59% | 27.43%-9.8pp | 276.70%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,034 | $5,681-29.0% | $6,843-41.0% | $3,740+7.8% |
| Admin fee / account holder | $25 | $6,052-99.6% | $9,310-99.7% | $5,306-99.5% |