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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 | $85,701 | $105,867-19.0% | $90,760-5.6% | $134,532-36.3% |
| Participation rate | 57.1% | 78.3%-21.1pp | 75.7%-18.6pp | 81.2%-24.1pp |
| Annual return | 3.47% | -10.99%+14.5pp | -12.16%+15.6pp | 418.27%-414.8pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,729 | $5,217-28.5% | $4,565-18.3% | $6,401-41.7% |
| Admin fee / account holder | $3 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |