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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 | $68,412 | $43,730+56.4% | $121,208-43.6% | $64,181+6.6% |
| Participation rate | 17.2% | 58.3%-41.1pp | 71.8%-54.5pp | 69.6%-52.3pp |
| Annual return | -5.10% | 68.94%-74.0pp | 16.93%-22.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,081 | $2,281-52.6% | $3,345-67.7% | $3,470-68.8% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,020-100.0% | $4,887-100.0% |