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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 | $54,947 | $42,548+29.1% | $74,551-26.3% | $56,289-2.4% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.1%-44.1pp | 69.9%-44.9pp |
| Annual return | -7.13% | 12.40%-19.5pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $185 | $855-78.3% | $1,961-90.5% | $2,111-91.2% |
| Participant deferral / active EE | $1,710 | $2,277-24.9% | $3,108-45.0% | $3,350-49.0% |
| Admin fee / account holder | $220 | $467-52.8% | $5,059-95.6% | $521-57.7% |