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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 | $66,687 | $93,023-28.3% | $77,027-13.4% | $134,493-50.4% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -19.20% | 62.61%-81.8pp | 42.32%-61.5pp | 418.01%-437.2pp |
| Employer contribution / active EE | $182 | $3,418-94.7% | $2,813-93.5% | $4,740-96.2% |
| Participant deferral / active EE | $4,100 | $5,238-21.7% | $4,427-7.4% | $6,400-35.9% |
| Admin fee / account holder | $84 | $6,944-98.8% | $5,425-98.5% | $11,425-99.3% |