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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 | $40,719 | $113,941-64.3% | $94,228-56.8% | $125,388-67.5% |
| Participation rate | 34.8% | 82.9%-48.1pp | 78.8%-44.0pp | 83.2%-48.4pp |
| Annual return | -0.48% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,439 | $5,179-52.9% | $4,320-43.5% | $5,352-54.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |