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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 | $33,711 | $147,167-77.1% | $111,392-69.7% | $135,379-75.1% |
| Participation rate | 68.8% | 84.0%-15.3pp | 78.9%-10.1pp | 82.6%-13.9pp |
| Annual return | -5.07% | -4.44%-0.6pp | -2.06%-3.0pp | 519.79%-524.9pp |
| Employer contribution / active EE | $683 | $5,204-86.9% | $4,328-84.2% | $4,779-85.7% |
| Participant deferral / active EE | $2,412 | $6,565-63.3% | $5,567-56.7% | $5,609-57.0% |
| Admin fee / account holder | $37 | $20,270-99.8% | $12,266-99.7% | $10,828-99.7% |