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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 | $28,994 | $41,981-30.9% | $63,412-54.3% | $59,633-51.4% |
| Participation rate | 52.2% | 60.3%-8.1pp | 67.1%-14.9pp | 68.7%-16.5pp |
| Annual return | -1.27% | 13.04%-14.3pp | 4.04%-5.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,121 | $2,002-44.0% | $2,496-55.1% | $3,192-64.9% |
| Admin fee / account holder | $181 | $3,509-94.8% | $3,753-95.2% | $4,297-95.8% |