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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 | $16,916 | $73,863-77.1% | $143,797-88.2% | $68,490-75.3% |
| Participation rate | 8.8% | 66.7%-57.8pp | 80.3%-71.5pp | 67.9%-59.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $236 | $3,185-92.6% | $4,952-95.2% | $2,597-90.9% |
| Participant deferral / active EE | $2,519 | $3,385-25.6% | $5,638-55.3% | $4,028-37.5% |
| Admin fee / account holder | $32 | $5,756-99.5% | $14,679-99.8% | $5,403-99.4% |