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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 | $15,920 | $48,267-67.0% | $68,794-76.9% | $68,495-76.8% |
| Participation rate | 22.7% | 60.7%-37.9pp | 69.0%-46.3pp | 67.9%-45.2pp |
| Annual return | -12.54% | -12.70%+0.2pp | -6.37%-6.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $92 | $1,829-95.0% | $2,656-96.5% | $2,596-96.5% |
| Participant deferral / active EE | $1,048 | $2,867-63.4% | $3,941-73.4% | $4,028-74.0% |
| Admin fee / account holder | $280 | $4,362-93.6% | $4,934-94.3% | $5,403-94.8% |