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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 | $65,171 | $56,484+15.4% | $169,452-61.5% | $64,173+1.6% |
| Participation rate | 40.9% | 64.5%-23.6pp | 77.8%-36.9pp | 69.6%-28.7pp |
| Annual return | -4.61% | -1.55%-3.1pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $20 | $1,832-98.9% | $4,157-99.5% | $2,381-99.2% |
| Participant deferral / active EE | $1,826 | $3,448-47.0% | $5,277-65.4% | $3,470-47.4% |
| Admin fee / account holder | $8 | $4,174-99.8% | $9,110-99.9% | $4,887-99.8% |