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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 | $123,621 | $110,083+12.3% | $151,645-18.5% | $68,490+80.5% |
| Participation rate | 63.0% | 84.0%-21.0pp | 87.5%-24.5pp | 67.9%-4.9pp |
| Annual return | -15.36% | -10.12%-5.2pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $764 | $4,470-82.9% | $6,165-87.6% | $2,597-70.6% |
| Participant deferral / active EE | $5,995 | $6,526-8.1% | $8,363-28.3% | $4,028+48.9% |
| Admin fee / account holder | $7 | $7,718-99.9% | $11,614-99.9% | $5,403-99.9% |