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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 | $110,290 | $57,352+92.3% | $83,831+31.6% | $64,173+71.9% |
| Participation rate | 14.6% | 68.6%-54.0pp | 76.1%-61.5pp | 69.6%-54.9pp |
| Annual return | -5.94% | 11.38%-17.3pp | 850.99%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $453 | $2,546-82.2% | $3,631-87.5% | $2,381-81.0% |
| Participant deferral / active EE | $1,769 | $2,993-40.9% | $4,082-56.7% | $3,470-49.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |