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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 | $87,166 | $105,866-17.7% | $90,766-4.0% | $134,545-35.2% |
| Participation rate | 38.9% | 78.3%-39.4pp | 75.7%-36.8pp | 81.2%-42.3pp |
| Annual return | -17.77% | -10.99%-6.8pp | -12.16%-5.6pp | 418.37%-436.1pp |
| Employer contribution / active EE | $577 | $3,464-83.3% | $2,922-80.2% | $4,742-87.8% |
| Participant deferral / active EE | $2,360 | $5,217-54.8% | $4,565-48.3% | $6,401-63.1% |
| Admin fee / account holder | $139 | $13,938-99.0% | $8,446-98.4% | $11,431-98.8% |