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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 | $83,813 | $86,701-3.3% | $73,309+14.3% | $125,389-33.2% |
| Participation rate | 68.8% | 78.6%-9.9pp | 74.9%-6.2pp | 83.2%-14.4pp |
| Annual return | -0.80% | 2.78%-3.6pp | 5.67%-6.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,418 | $5,549-2.4% | $4,991+8.5% | $5,352+1.2% |
| Admin fee / account holder | $287 | $7,768-96.3% | $5,635-94.9% | $9,541-97.0% |