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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 | $22,371 | $32,037-30.2% | $69,182-67.7% | $62,881-64.4% |
| Participation rate | 30.9% | 43.4%-12.6pp | 55.1%-24.3pp | 69.3%-38.4pp |
| Annual return | 6.72% | 15.16%-8.4pp | -21.93%+28.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $346 | $1,185-70.8% | $1,897-81.8% | $3,203-89.2% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |