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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 | $6,361 | $63,703-90.0% | $93,063-93.2% | $82,448-92.3% |
| Participation rate | 54.8% | 63.8%-9.0pp | 72.1%-17.3pp | 68.1%-13.2pp |
| Annual return | 19.37% | -775.43%+794.8pp | 34.15%-14.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $333 | $1,729-80.8% | $2,476-86.6% | $2,551-87.0% |
| Participant deferral / active EE | $1,672 | $2,919-42.7% | $3,958-57.8% | $4,139-59.6% |
| Admin fee / account holder | $154 | $5,982-97.4% | $6,033-97.5% | $7,234-97.9% |