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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 | $45,852 | $50,947-10.0% | $74,549-38.5% | $64,173-28.5% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.1%-11.1pp | 69.6%-11.5pp |
| Annual return | 7.85% | -1.85%+9.7pp | 32.53%-24.7pp | 7.63%+0.2pp |
| Employer contribution / active EE | $1 | $1,115-99.9% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,115 | $2,302+78.8% | $3,108+32.4% | $3,470+18.6% |
| Admin fee / account holder | $14 | $4,221-99.7% | $5,059-99.7% | $4,887-99.7% |