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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 | $94,779 | $43,730+116.7% | $121,220-21.8% | $64,173+47.7% |
| Participation rate | 11.4% | 58.3%-46.9pp | 71.8%-60.3pp | 69.6%-58.1pp |
| Annual return | -7.18% | 68.94%-76.1pp | 16.94%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,148 | $2,281-49.7% | $3,345-65.7% | $3,470-66.9% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |