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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 | $11,594 | $42,910-73.0% | $60,919-81.0% | $68,490-83.1% |
| Participation rate | 55.7% | 66.8%-11.0pp | 73.1%-17.4pp | 67.9%-12.2pp |
| Annual return | -14.80% | -13.99%-0.8pp | 16.96%-31.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $28 | $1,978-98.6% | $2,704-98.9% | $2,597-98.9% |
| Participant deferral / active EE | $1,466 | $2,866-48.9% | $3,814-61.6% | $4,028-63.6% |
| Admin fee / account holder | $277 | $3,104-91.1% | $3,228-91.4% | $5,403-94.9% |