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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 | $109,437 | $45,872+138.6% | $77,096+41.9% | $68,486+59.8% |
| Participation rate | 16.7% | 55.9%-39.3pp | 67.9%-51.3pp | 67.9%-51.2pp |
| Annual return | -16.96% | 1.73%-18.7pp | 42.35%-59.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,995 | $2,963-32.7% | $4,429-55.0% | $4,028-50.5% |
| Admin fee / account holder | $152 | $3,041-95.0% | $5,428-97.2% | $5,404-97.2% |