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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 | $72,858 | $167,522-56.5% | $151,639-52.0% | $134,532-45.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -20.02% | 7.81%-27.8pp | 3.34%-23.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $768 | $6,828-88.8% | $6,165-87.5% | $4,741-83.8% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $284 | $13,780-97.9% | $11,613-97.6% | $11,429-97.5% |