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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 | $30,446 | $40,275-24.4% | $57,356-46.9% | $59,633-48.9% |
| Participation rate | 50.0% | 69.1%-19.1pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | -0.53% | 27.52%-28.1pp | 24.41%-24.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $249 | $1,921-87.0% | $2,689-90.7% | $2,203-88.7% |
| Participant deferral / active EE | $1,106 | $2,400-53.9% | $3,162-65.0% | $3,192-65.4% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |