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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 | $19,547 | $58,577-66.6% | $83,323-76.5% | $64,181-69.5% |
| Participation rate | 64.7% | 72.0%-7.3pp | 77.8%-13.1pp | 69.6%-4.9pp |
| Annual return | -7.89% | 9.65%-17.5pp | 10.63%-18.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,480 | $4,654-46.7% | $5,565-55.4% | $3,470-28.5% |
| Admin fee / account holder | $161 | $9,275-98.3% | $7,539-97.9% | $4,887-96.7% |