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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 | $35,049 | $73,848-52.5% | $143,799-75.6% | $68,486-48.8% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -15.73% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,748 | $3,385-48.4% | $5,638-69.0% | $4,028-56.6% |
| Admin fee / account holder | $70 | $5,755-98.8% | $14,677-99.5% | $5,404-98.7% |