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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 | $32,485 | $47,944-32.2% | $67,834-52.1% | $62,881-48.3% |
| Participation rate | 56.0% | 61.1%-5.1pp | 68.8%-12.8pp | 69.3%-13.3pp |
| Annual return | 6.55% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $163 | $1,562-89.6% | $2,403-93.2% | $2,281-92.9% |
| Participant deferral / active EE | $1,920 | $2,247-14.6% | $3,160-39.2% | $3,203-40.1% |
| Admin fee / account holder | $225 | $3,712-93.9% | $4,622-95.1% | $4,296-94.8% |