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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 | $95,908 | $57,352+67.2% | $83,830+14.4% | $64,173+49.5% |
| Participation rate | 47.5% | 68.6%-21.1pp | 76.1%-28.6pp | 69.6%-22.1pp |
| Annual return | -5.87% | 11.38%-17.2pp | 850.97%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $463 | $2,546-81.8% | $3,631-87.2% | $2,381-80.5% |
| Participant deferral / active EE | $2,444 | $2,993-18.3% | $4,082-40.1% | $3,470-29.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |