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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 | $98,131 | $92,219+6.4% | $76,768+27.8% | $135,379-27.5% |
| Participation rate | 35.7% | 79.8%-44.1pp | 77.0%-41.2pp | 82.6%-46.9pp |
| Annual return | -5.95% | 5.46%-11.4pp | 2.43%-8.4pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,378 | $4,508-25.1% | $3,852-12.3% | $5,609-39.8% |
| Admin fee / account holder | $125 | $10,749-98.8% | $6,675-98.1% | $10,828-98.8% |