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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 | $49,668 | $72,177-31.2% | $115,038-56.8% | $59,633-16.7% |
| Participation rate | 57.7% | 72.6%-14.9pp | 81.4%-23.7pp | 68.7%-11.0pp |
| Annual return | -0.58% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $310 | $2,841-89.1% | $4,608-93.3% | $2,203-85.9% |
| Participant deferral / active EE | $2,170 | $4,783-54.6% | $6,026-64.0% | $3,192-32.0% |
| Admin fee / account holder | $148 | $4,927-97.0% | $8,175-98.2% | $4,297-96.5% |