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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 | $208,780 | $142,392+46.6% | $119,622+74.5% | $134,532+55.2% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.3%-34.3pp | 81.2%-36.2pp |
| Annual return | -16.15% | -12.46%-3.7pp | -14.98%-1.2pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,004 | $5,224-80.8% | $4,232-76.3% | $4,741-78.8% |
| Participant deferral / active EE | $5,509 | $6,467-14.8% | $5,601-1.6% | $6,401-13.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |