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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 | $31,205 | $25,723+21.3% | $69,182-54.9% | $55,167-43.4% |
| Participation rate | 19.2% | 39.4%-20.2pp | 55.1%-35.9pp | 69.0%-49.8pp |
| Annual return | 9.67% | 9.56%+0.1pp | -21.93%+31.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $870 | $963-9.7% | $1,897-54.1% | $3,054-71.5% |
| Admin fee / account holder | $140 | $365-61.7% | $2,697-94.8% | $504-72.3% |