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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 | $28,081 | $92,219-69.5% | $76,767-63.4% | $135,380-79.3% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | -5.48% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,318 | $4,508-26.4% | $3,852-13.9% | $5,609-40.8% |
| Admin fee / account holder | $99 | $10,749-99.1% | $6,675-98.5% | $10,828-99.1% |