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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 | $61,526 | $58,848+4.6% | $88,179-30.2% | $82,637-25.5% |
| Participation rate | 41.7% | 57.9%-16.2pp | 69.1%-27.5pp | 68.1%-26.4pp |
| Annual return | 18.47% | 22.76%-4.3pp | 64.97%-46.5pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,599 | $3,124+15.2% | $4,614-22.0% | $4,126-12.8% |
| Admin fee / account holder | $122 | $4,795-97.5% | $7,673-98.4% | $7,339-98.3% |