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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 | $34,144 | $65,704-48.0% | $94,229-63.8% | $59,633-42.7% |
| Participation rate | 68.3% | 72.1%-3.8pp | 78.8%-10.5pp | 68.7%-0.4pp |
| Annual return | -1.18% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $293 | $2,021-85.5% | $3,587-91.8% | $2,203-86.7% |
| Participant deferral / active EE | $1,460 | $3,143-53.6% | $4,320-66.2% | $3,192-54.3% |
| Admin fee / account holder | $189 | $4,265-95.6% | $6,269-97.0% | $4,297-95.6% |