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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 | $13,923 | $73,839-81.1% | $143,788-90.3% | $68,495-79.7% |
| Participation rate | 25.9% | 66.7%-40.7pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $283 | $3,184-91.1% | $4,952-94.3% | $2,596-89.1% |
| Participant deferral / active EE | $1,792 | $3,384-47.1% | $5,638-68.2% | $4,028-55.5% |
| Admin fee / account holder | $66 | $5,755-98.8% | $14,675-99.5% | $5,403-98.8% |