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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 | $41,618 | $52,678-21.0% | $75,784-45.1% | $59,633-30.2% |
| Participation rate | 23.1% | 67.2%-44.1pp | 75.8%-52.7pp | 68.7%-45.6pp |
| Annual return | -1.07% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $332 | $2,193-84.9% | $3,323-90.0% | $2,203-84.9% |
| Participant deferral / active EE | $1,161 | $2,591-55.2% | $3,652-68.2% | $3,192-63.6% |
| Admin fee / account holder | $11 | $3,610-99.7% | $5,300-99.8% | $4,297-99.8% |