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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 | $41,913 | $45,872-8.6% | $77,096-45.6% | $68,486-38.8% |
| Participation rate | 30.4% | 55.9%-25.6pp | 67.9%-37.6pp | 67.9%-37.5pp |
| Annual return | -11.33% | 1.73%-13.1pp | 42.35%-53.7pp | -7.85%-3.5pp |
| Employer contribution / active EE | $94 | $1,650-94.3% | $2,814-96.7% | $2,597-96.4% |
| Participant deferral / active EE | $769 | $2,963-74.1% | $4,429-82.6% | $4,028-80.9% |
| Admin fee / account holder | $133 | $3,041-95.6% | $5,428-97.6% | $5,404-97.5% |