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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 | $78,972 | $113,941-30.7% | $94,229-16.2% | $125,389-37.0% |
| Participation rate | 35.7% | 82.9%-47.2pp | 78.8%-43.1pp | 83.2%-47.5pp |
| Annual return | -2.18% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $729 | $4,727-84.6% | $3,587-79.7% | $4,866-85.0% |
| Participant deferral / active EE | $4,826 | $5,179-6.8% | $4,320+11.7% | $5,352-9.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |