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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 | $61,428 | $67,411-8.9% | $91,004-32.5% | $70,126-12.4% |
| Participation rate | 51.7% | 71.4%-19.6pp | 75.6%-23.9pp | 69.5%-17.8pp |
| Annual return | 13.36% | -40.16%+53.5pp | 4.60%+8.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $81 | $1,786-95.5% | $2,456-96.7% | $2,343-96.6% |
| Participant deferral / active EE | $2,684 | $2,823-4.9% | $3,548-24.3% | $3,332-19.4% |
| Admin fee / account holder | $132 | $4,236-96.9% | $5,417-97.6% | $4,645-97.2% |