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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 | $26,456 | $62,583-57.7% | $76,767-65.5% | $64,173-58.8% |
| Participation rate | 31.6% | 72.8%-41.2pp | 77.0%-45.4pp | 69.6%-38.0pp |
| Annual return | -7.17% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,603 | $3,145-49.0% | $3,852-58.4% | $3,470-53.8% |
| Admin fee / account holder | $56 | $4,667-98.8% | $6,675-99.2% | $4,887-98.8% |