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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 | $35,954 | $81,840-56.1% | $63,412-43.3% | $125,388-71.3% |
| Participation rate | 61.5% | 73.0%-11.5pp | 67.1%-5.6pp | 83.2%-21.7pp |
| Annual return | -0.80% | -0.10%-0.7pp | 4.04%-4.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $743 | $3,064-75.8% | $2,496-70.2% | $5,352-86.1% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |