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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 | $40,404 | $43,344-6.8% | $59,899-32.5% | $64,173-37.0% |
| Participation rate | 30.5% | 69.2%-38.6pp | 74.7%-44.2pp | 69.6%-39.1pp |
| Annual return | -6.65% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $111 | $2,030-94.5% | $2,723-95.9% | $2,381-95.3% |
| Participant deferral / active EE | $1,157 | $2,547-54.6% | $3,402-66.0% | $3,470-66.7% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |