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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 | $13,285 | $73,848-82.0% | $143,799-90.8% | $68,486-80.6% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -18.23% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $170 | $3,184-94.7% | $4,952-96.6% | $2,597-93.5% |
| Participant deferral / active EE | $2,669 | $3,385-21.1% | $5,638-52.7% | $4,028-33.7% |
| Admin fee / account holder | $254 | $5,755-95.6% | $14,677-98.3% | $5,404-95.3% |