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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 | $40,589 | $59,819-32.1% | $79,583-49.0% | $68,490-40.7% |
| Participation rate | 22.5% | 61.1%-38.6pp | 69.5%-47.0pp | 67.9%-45.4pp |
| Annual return | -14.77% | -12.30%-2.5pp | 0.16%-14.9pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,136 | $3,025-29.4% | $3,986-46.4% | $4,028-47.0% |
| Admin fee / account holder | $77 | $4,835-98.4% | $6,835-98.9% | $5,403-98.6% |