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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 | $105,007 | $131,835-20.3% | $108,582-3.3% | $273,972-61.7% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 10.45% | -91.57%+102.0pp | -51.70%+62.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $538 | $4,913-89.1% | $3,758-85.7% | $4,869-89.0% |
| Participant deferral / active EE | $1,838 | $5,127-64.2% | $4,311-57.4% | $5,287-65.2% |
| Admin fee / account holder | $7 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |