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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 | $13,011 | $53,162-75.5% | $91,225-85.7% | $68,486-81.0% |
| Participation rate | 12.1% | 63.2%-51.1pp | 73.2%-61.1pp | 67.9%-55.8pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.12%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $294 | $1,709-82.8% | $2,851-89.7% | $2,597-88.7% |
| Participant deferral / active EE | $1,321 | $2,974-55.6% | $4,233-68.8% | $4,028-67.2% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,422-100.0% | $5,404-100.0% |