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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 | $19,487 | $50,947-61.8% | $74,551-73.9% | $64,173-69.6% |
| Participation rate | 38.9% | 61.1%-22.2pp | 69.1%-30.3pp | 69.6%-30.7pp |
| Annual return | 1.24% | -1.85%+3.1pp | 32.53%-31.3pp | 7.63%-6.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,844 | $2,302-19.9% | $3,108-40.7% | $3,470-46.9% |
| Admin fee / account holder | $86 | $4,221-98.0% | $5,059-98.3% | $4,887-98.2% |