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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 | $98,798 | $72,177+36.9% | $115,038-14.1% | $59,633+65.7% |
| Participation rate | 32.4% | 72.6%-40.2pp | 81.4%-49.0pp | 68.7%-36.3pp |
| Annual return | 0.01% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $11 | $2,841-99.6% | $4,608-99.8% | $2,203-99.5% |
| Participant deferral / active EE | $3,121 | $4,783-34.8% | $6,026-48.2% | $3,192-2.2% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |