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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 | $21,593 | $45,872-52.9% | $77,096-72.0% | $68,486-68.5% |
| Participation rate | 37.5% | 55.9%-18.4pp | 67.9%-30.4pp | 67.9%-30.4pp |
| Annual return | -19.58% | 1.73%-21.3pp | 42.35%-61.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,314 | $2,963+11.8% | $4,429-25.2% | $4,028-17.7% |
| Admin fee / account holder | $126 | $3,041-95.9% | $5,428-97.7% | $5,404-97.7% |