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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 | $34,354 | $140,592-75.6% | $123,106-72.1% | $125,393-72.6% |
| Participation rate | 33.3% | 88.2%-54.9pp | 86.8%-53.4pp | 83.2%-49.9pp |
| Annual return | -2.63% | 16.80%-19.4pp | 13.22%-15.8pp | 282.23%-284.9pp |
| Employer contribution / active EE | $726 | $6,041-88.0% | $5,151-85.9% | $4,866-85.1% |
| Participant deferral / active EE | $3,352 | $6,980-52.0% | $6,229-46.2% | $5,351-37.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |