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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 | $100,541 | $81,870+22.8% | $119,622-16.0% | $68,486+46.8% |
| Participation rate | 26.3% | 71.9%-45.6pp | 79.3%-52.9pp | 67.9%-41.6pp |
| Annual return | -5.16% | -23.82%+18.7pp | -14.98%+9.8pp | -7.85%+2.7pp |
| Employer contribution / active EE | $203 | $2,692-92.4% | $4,232-95.2% | $2,597-92.2% |
| Participant deferral / active EE | $2,034 | $4,148-51.0% | $5,601-63.7% | $4,028-49.5% |
| Admin fee / account holder | $200 | $6,583-97.0% | $10,328-98.1% | $5,404-96.3% |