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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 | $51,852 | $75,935-31.7% | $60,547-14.4% | $125,389-58.6% |
| Participation rate | 25.0% | 76.5%-51.5pp | 68.0%-43.0pp | 83.2%-58.2pp |
| Annual return | -0.21% | -5.38%+5.2pp | 335.64%-335.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $435 | $3,438-87.3% | $2,419-82.0% | $4,866-91.1% |
| Participant deferral / active EE | $1,154 | $4,506-74.4% | $3,328-65.3% | $5,352-78.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |