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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 | $53,229 | $64,719-17.8% | $112,249-52.6% | $68,486-22.3% |
| Participation rate | 21.9% | 67.2%-45.3pp | 75.1%-53.2pp | 67.9%-46.0pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.48%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $460 | $2,747-83.2% | $3,636-87.3% | $2,597-82.3% |
| Participant deferral / active EE | $2,300 | $3,565-35.5% | $4,729-51.4% | $4,028-42.9% |
| Admin fee / account holder | $16 | $5,232-99.7% | $6,412-99.7% | $5,404-99.7% |