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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 | $47,712 | $90,590-47.3% | $90,782-47.4% | $135,382-64.8% |
| Participation rate | 57.1% | 83.7%-26.6pp | 82.7%-25.5pp | 82.6%-25.5pp |
| Annual return | -3.20% | -3.40%+0.2pp | -3.42%+0.2pp | 519.77%-523.0pp |
| Employer contribution / active EE | $1,042 | $4,352-76.1% | $4,105-74.6% | $4,779-78.2% |
| Participant deferral / active EE | $1,904 | $5,407-64.8% | $5,366-64.5% | $5,609-66.1% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,829-100.0% |