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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 | $25,854 | $129,959-80.1% | $104,301-75.2% | $134,532-80.8% |
| Participation rate | 28.6% | 79.5%-51.0pp | 73.3%-44.7pp | 81.2%-52.7pp |
| Annual return | -19.49% | 42.04%-61.5pp | 24.61%-44.1pp | 418.27%-437.8pp |
| Employer contribution / active EE | $431 | $4,185-89.7% | $3,373-87.2% | $4,741-90.9% |
| Participant deferral / active EE | $2,173 | $5,589-61.1% | $4,626-53.0% | $6,401-66.0% |
| Admin fee / account holder | $253 | $9,325-97.3% | $7,340-96.6% | $11,429-97.8% |