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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 | $72,154 | $92,219-21.8% | $76,766-6.0% | $135,382-46.7% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | 0.99% | 5.46%-4.5pp | 2.43%-1.4pp | 519.77%-518.8pp |
| Employer contribution / active EE | $543 | $3,216-83.1% | $2,485-78.1% | $4,779-88.6% |
| Participant deferral / active EE | $3,052 | $4,508-32.3% | $3,851-20.8% | $5,609-45.6% |
| Admin fee / account holder | $193 | $10,749-98.2% | $6,675-97.1% | $10,829-98.2% |