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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 | $47,043 | $131,835-64.3% | $108,582-56.7% | $273,972-82.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.96% | -91.57%+100.5pp | -51.70%+60.7pp | 41.46%-32.5pp |
| Employer contribution / active EE | $830 | $4,913-83.1% | $3,758-77.9% | $4,869-82.9% |
| Participant deferral / active EE | $2,947 | $5,127-42.5% | $4,311-31.6% | $5,287-44.3% |
| Admin fee / account holder | $9 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |