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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 | $100,218 | $61,660+62.5% | $80,022+25.2% | $64,181+56.1% |
| Participation rate | 21.3% | 71.7%-50.4pp | 75.8%-54.6pp | 69.6%-48.3pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $44 | $1,810-97.6% | $2,468-98.2% | $2,381-98.2% |
| Participant deferral / active EE | $21,279 | $2,968+617.0% | $3,686+477.3% | $3,470+513.3% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |