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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 | $28,409 | $57,352-50.5% | $83,831-66.1% | $64,173-55.7% |
| Participation rate | 45.8% | 68.6%-22.8pp | 76.1%-30.4pp | 69.6%-23.8pp |
| Annual return | -7.25% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $504 | $2,546-80.2% | $3,631-86.1% | $2,381-78.8% |
| Participant deferral / active EE | $1,716 | $2,993-42.7% | $4,082-58.0% | $3,470-50.6% |
| Admin fee / account holder | $58 | $4,046-98.6% | $5,479-98.9% | $4,887-98.8% |