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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 | $156,344 | $167,522-6.7% | $151,639+3.1% | $134,532+16.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -12.51% | 7.81%-20.3pp | 3.34%-15.9pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,252 | $6,828-81.7% | $6,165-79.7% | $4,741-73.6% |
| Participant deferral / active EE | $3,452 | $8,986-61.6% | $8,363-58.7% | $6,401-46.1% |
| Admin fee / account holder | $7 | $13,780-100.0% | $11,613-99.9% | $11,429-99.9% |