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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 | $19,526 | $53,596-63.6% | $90,657-78.5% | $64,173-69.6% |
| Participation rate | 68.0% | 64.5%+3.5pp | 74.0%-6.0pp | 69.6%-1.6pp |
| Annual return | -3.41% | 4.41%-7.8pp | 1.89%-5.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,039 | $2,459-57.7% | $3,424-69.7% | $3,470-70.0% |
| Admin fee / account holder | $163 | $3,868-95.8% | $4,994-96.7% | $4,887-96.7% |