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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 | $37,217 | $131,835-71.8% | $108,582-65.7% | $273,972-86.4% |
| Participation rate | 38.5% | 83.5%-45.0pp | 79.6%-41.1pp | 83.0%-44.6pp |
| Annual return | 7.72% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $679 | $4,913-86.2% | $3,758-81.9% | $4,869-86.0% |
| Participant deferral / active EE | $2,908 | $5,127-43.3% | $4,311-32.6% | $5,287-45.0% |
| Admin fee / account holder | $66 | $10,253-99.4% | $7,645-99.1% | $10,133-99.4% |