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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 | $52,698 | $69,518-24.2% | $59,883-12.0% | $135,382-61.1% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.7%-37.2pp | 82.6%-45.1pp |
| Annual return | -4.03% | 7.95%-12.0pp | 3.46%-7.5pp | 519.77%-523.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,876 | $4,204-31.6% | $3,402-15.5% | $5,609-48.7% |
| Admin fee / account holder | $103 | $5,734-98.2% | $3,591-97.1% | $10,829-99.0% |