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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 | $37,886 | $158,827-76.1% | $121,208-68.7% | $135,382-72.0% |
| Participation rate | 41.7% | 79.3%-37.6pp | 71.8%-30.1pp | 82.6%-41.0pp |
| Annual return | 0.94% | -0.64%+1.6pp | 16.93%-16.0pp | 519.77%-518.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,144 | $4,006-71.5% | $3,345-65.8% | $5,609-79.6% |
| Admin fee / account holder | $271 | $6,514-95.8% | $5,020-94.6% | $10,829-97.5% |