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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 | $38,397 | $56,484-32.0% | $169,452-77.3% | $64,173-40.2% |
| Participation rate | 63.6% | 64.5%-0.9pp | 77.8%-14.1pp | 69.6%-5.9pp |
| Annual return | -1.57% | -1.55%0pp | 1.83%-3.4pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,603 | $3,448-53.5% | $5,277-69.6% | $3,470-53.8% |
| Admin fee / account holder | $158 | $4,174-96.2% | $9,110-98.3% | $4,887-96.8% |