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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 | $13,977 | $53,162-73.7% | $91,227-84.7% | $68,490-79.6% |
| Participation rate | 46.2% | 63.2%-17.1pp | 73.2%-27.0pp | 67.9%-21.7pp |
| Annual return | -9.76% | -3.14%-6.6pp | 114.14%-123.9pp | -7.85%-1.9pp |
| Employer contribution / active EE | $220 | $1,709-87.1% | $2,851-92.3% | $2,597-91.5% |
| Participant deferral / active EE | $1,162 | $2,974-60.9% | $4,234-72.5% | $4,028-71.1% |
| Admin fee / account holder | $10 | $4,493-99.8% | $5,423-99.8% | $5,403-99.8% |