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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 | $44,939 | $45,566-1.4% | $64,105-29.9% | $59,633-24.6% |
| Participation rate | 59.6% | 60.2%-0.6pp | 68.2%-8.6pp | 68.7%-9.1pp |
| Annual return | -1.89% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $128 | $934-86.3% | $1,820-93.0% | $2,203-94.2% |
| Participant deferral / active EE | $1,729 | $2,057-15.9% | $2,822-38.7% | $3,192-45.8% |
| Admin fee / account holder | $110 | $3,268-96.6% | $4,499-97.6% | $4,297-97.4% |