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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 | $95,334 | $95,917-0.6% | $79,583+19.8% | $134,545-29.1% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -19.52% | -2.70%-16.8pp | 0.16%-19.7pp | 418.37%-437.9pp |
| Employer contribution / active EE | $373 | $3,129-88.1% | $2,414-84.6% | $4,742-92.1% |
| Participant deferral / active EE | $1,204 | $4,694-74.4% | $3,986-69.8% | $6,401-81.2% |
| Admin fee / account holder | $8 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |