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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 | $21,873 | $45,872-52.3% | $77,100-71.6% | $68,490-68.1% |
| Participation rate | 19.2% | 55.9%-36.7pp | 67.9%-48.7pp | 67.9%-48.7pp |
| Annual return | -15.71% | 1.73%-17.4pp | 42.35%-58.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,152 | $2,963-61.1% | $4,430-74.0% | $4,028-71.4% |
| Admin fee / account holder | $138 | $3,041-95.5% | $5,443-97.5% | $5,403-97.5% |