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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 | $133,371 | $72,177+84.8% | $115,038+15.9% | $59,633+123.7% |
| Participation rate | 54.5% | 72.6%-18.0pp | 81.4%-26.8pp | 68.7%-14.1pp |
| Annual return | -2.36% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,327 | $4,783+11.4% | $6,026-11.6% | $3,192+66.9% |
| Admin fee / account holder | $64 | $4,927-98.7% | $8,175-99.2% | $4,297-98.5% |