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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 | $32,295 | $127,387-74.6% | $115,038-71.9% | $125,389-74.2% |
| Participation rate | 34.8% | 84.2%-49.4pp | 81.4%-46.6pp | 83.2%-48.4pp |
| Annual return | -2.33% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $106 | $5,166-97.9% | $4,608-97.7% | $4,866-97.8% |
| Participant deferral / active EE | $2,629 | $6,423-59.1% | $6,026-56.4% | $5,352-50.9% |
| Admin fee / account holder | $208 | $9,516-97.8% | $8,175-97.5% | $9,541-97.8% |