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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 | $26,386 | $69,518-62.0% | $59,883-55.9% | $135,382-80.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | -6.62% | 7.95%-14.6pp | 3.46%-10.1pp | 519.77%-526.4pp |
| Employer contribution / active EE | $328 | $3,235-89.9% | $2,722-87.9% | $4,779-93.1% |
| Participant deferral / active EE | $2,207 | $4,204-47.5% | $3,402-35.1% | $5,609-60.6% |
| Admin fee / account holder | $124 | $5,734-97.8% | $3,591-96.5% | $10,829-98.9% |