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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 | $37,391 | $59,813-37.5% | $79,580-53.0% | $68,486-45.4% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.5%-26.0pp | 67.9%-24.4pp |
| Annual return | -15.63% | -12.30%-3.3pp | 0.15%-15.8pp | -7.85%-7.8pp |
| Employer contribution / active EE | $256 | $1,505-83.0% | $2,413-89.4% | $2,597-90.1% |
| Participant deferral / active EE | $2,618 | $3,024-13.4% | $3,985-34.3% | $4,028-35.0% |
| Admin fee / account holder | $193 | $4,835-96.0% | $6,835-97.2% | $5,404-96.4% |