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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 | $29,272 | $71,872-59.3% | $86,691-66.2% | $68,495-57.3% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -16.99% | 3.53%-20.5pp | 35.94%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $20 | $2,173-99.1% | $2,837-99.3% | $2,596-99.2% |
| Participant deferral / active EE | $5,362 | $3,779+41.9% | $4,656+15.2% | $4,028+33.1% |
| Admin fee / account holder | $74 | $6,112-98.8% | $7,492-99.0% | $5,403-98.6% |