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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 | $28,250 | $52,836-46.5% | $105,736-73.3% | $64,173-56.0% |
| Participation rate | 46.6% | 66.5%-20.0pp | 76.3%-29.8pp | 69.6%-23.0pp |
| Annual return | -5.64% | 14.30%-19.9pp | 6.27%-11.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $243 | $1,827-86.7% | $3,268-92.6% | $2,381-89.8% |
| Participant deferral / active EE | $1,102 | $2,545-56.7% | $4,080-73.0% | $3,470-68.3% |
| Admin fee / account holder | $182 | $3,959-95.4% | $6,913-97.4% | $4,887-96.3% |