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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 | $16,684 | $53,596-68.9% | $90,657-81.6% | $64,173-74.0% |
| Participation rate | 66.1% | 64.5%+1.6pp | 74.0%-7.9pp | 69.6%-3.5pp |
| Annual return | -7.48% | 4.41%-11.9pp | 1.89%-9.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,644 | $2,459-33.1% | $3,424-52.0% | $3,470-52.6% |
| Admin fee / account holder | $54 | $3,868-98.6% | $4,994-98.9% | $4,887-98.9% |