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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 | $104,148 | $131,835-21.0% | $108,582-4.1% | $273,972-62.0% |
| Participation rate | 13.3% | 83.5%-70.1pp | 79.6%-66.2pp | 83.0%-69.7pp |
| Annual return | 4.69% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $635 | $4,913-87.1% | $3,758-83.1% | $4,869-87.0% |
| Participant deferral / active EE | $2,006 | $5,127-60.9% | $4,311-53.5% | $5,287-62.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |