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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 | $38,600 | $62,586-38.3% | $76,766-49.7% | $64,181-39.9% |
| Participation rate | 48.5% | 72.8%-24.3pp | 77.0%-28.5pp | 69.6%-21.1pp |
| Annual return | -2.50% | -1.95%-0.6pp | 2.43%-4.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $373 | $1,832-79.6% | $2,485-85.0% | $2,381-84.3% |
| Participant deferral / active EE | $1,527 | $3,145-51.4% | $3,851-60.4% | $3,470-56.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |