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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 | $57,114 | $62,589-8.7% | $76,768-25.6% | $64,173-11.0% |
| Participation rate | 55.0% | 72.8%-17.8pp | 77.0%-22.0pp | 69.6%-14.6pp |
| Annual return | -5.30% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,714 | $3,145-45.5% | $3,852-55.5% | $3,470-50.6% |
| Admin fee / account holder | $11 | $4,667-99.8% | $6,675-99.8% | $4,887-99.8% |