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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 | $52,063 | $86,655-39.9% | $119,622-56.5% | $66,938-22.2% |
| Participation rate | 55.2% | 75.6%-20.3pp | 79.3%-24.0pp | 69.8%-14.6pp |
| Annual return | -15.88% | -8.00%-7.9pp | -14.98%-0.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $665 | $2,536-73.8% | $4,232-84.3% | $2,545-73.9% |
| Participant deferral / active EE | $2,659 | $4,358-39.0% | $5,601-52.5% | $4,238-37.3% |
| Admin fee / account holder | $175 | $755-76.9% | $10,328-98.3% | $594-70.6% |