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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 | $43,597 | $92,219-52.7% | $76,766-43.2% | $135,382-67.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -8.19% | 5.46%-13.6pp | 2.43%-10.6pp | 519.77%-528.0pp |
| Employer contribution / active EE | $407 | $3,216-87.3% | $2,485-83.6% | $4,779-91.5% |
| Participant deferral / active EE | $2,256 | $4,508-50.0% | $3,851-41.4% | $5,609-59.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |