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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 | $55,153 | $82,674-33.3% | $125,381-56.0% | $68,486-19.5% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.4%-27.6pp | 67.9%-13.1pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.31%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $688 | $3,382-79.7% | $4,815-85.7% | $2,597-73.5% |
| Participant deferral / active EE | $5,623 | $6,111-8.0% | $7,448-24.5% | $4,028+39.6% |
| Admin fee / account holder | $33 | $6,277-99.5% | $10,007-99.7% | $5,404-99.4% |