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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 | $80,607 | $167,353-51.8% | $143,797-43.9% | $134,545-40.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.78% | 0.48%-14.3pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,071 | $5,620-80.9% | $4,952-78.4% | $4,742-77.4% |
| Participant deferral / active EE | $3,087 | $6,447-52.1% | $5,638-45.3% | $6,401-51.8% |
| Admin fee / account holder | $12 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |