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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 | $99,034 | $52,519+88.6% | $155,789-36.4% | $59,633+66.1% |
| Participation rate | 52.0% | 61.7%-9.7pp | 76.1%-24.1pp | 68.7%-16.7pp |
| Annual return | -2.06% | 53.51%-55.6pp | 71.54%-73.6pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,823 | $3,084+23.9% | $4,798-20.3% | $3,192+19.8% |
| Admin fee / account holder | $94 | $3,540-97.3% | $7,477-98.7% | $4,297-97.8% |