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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 | $142,341 | $94,529+50.6% | $140,019+1.7% | $64,173+121.8% |
| Participation rate | 42.3% | 84.1%-41.8pp | 87.5%-45.2pp | 69.6%-27.3pp |
| Annual return | -4.63% | 7.77%-12.4pp | 651.17%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,290 | $5,250-18.3% | $6,927-38.1% | $3,470+23.6% |
| Admin fee / account holder | $8 | $6,741-99.9% | $10,705-99.9% | $4,887-99.8% |