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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 | $23,231 | $127,387-81.8% | $115,038-79.8% | $125,389-81.5% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.05% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $322 | $5,166-93.8% | $4,608-93.0% | $4,866-93.4% |
| Participant deferral / active EE | $3,032 | $6,423-52.8% | $6,026-49.7% | $5,352-43.3% |
| Admin fee / account holder | $14 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |