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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 | $63,909 | $92,219-30.7% | $76,766-16.7% | $135,382-52.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -4.64% | 5.46%-10.1pp | 2.43%-7.1pp | 519.77%-524.4pp |
| Employer contribution / active EE | $111 | $3,216-96.5% | $2,485-95.5% | $4,779-97.7% |
| Participant deferral / active EE | $1,712 | $4,508-62.0% | $3,851-55.6% | $5,609-69.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |