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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 | $35,617 | $37,134-4.1% | $100,671-64.6% | $52,331-31.9% |
| Participation rate | 53.3% | 57.7%-4.4pp | 70.7%-17.4pp | 68.1%-14.8pp |
| Annual return | -0.15% | 0.10%-0.3pp | 20.43%-20.6pp | 4.54%-4.7pp |
| Employer contribution / active EE | $181 | $1,187-84.8% | $4,012-95.5% | $1,882-90.4% |
| Participant deferral / active EE | $1,416 | $2,163-34.5% | $3,144-54.9% | $3,022-53.1% |
| Admin fee / account holder | $129 | $467-72.4% | $4,850-97.3% | $592-78.2% |