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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 | $7,364 | $82,288-91.1% | $68,794-89.3% | $134,509-94.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $445 | $3,301-86.5% | $2,656-83.3% | $4,741-90.6% |
| Participant deferral / active EE | $4,431 | $4,738-6.5% | $3,941+12.4% | $6,400-30.8% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |