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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 | $79,060 | $45,872+72.3% | $77,096+2.5% | $68,486+15.4% |
| Participation rate | 3.8% | 55.9%-52.1pp | 67.9%-64.1pp | 67.9%-64.0pp |
| Annual return | -17.87% | 1.73%-19.6pp | 42.35%-60.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $132 | $1,650-92.0% | $2,814-95.3% | $2,597-94.9% |
| Participant deferral / active EE | $788 | $2,963-73.4% | $4,429-82.2% | $4,028-80.4% |
| Admin fee / account holder | $20 | $3,041-99.3% | $5,428-99.6% | $5,404-99.6% |