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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 | $42,775 | $78,423-45.5% | $95,964-55.4% | $79,856-46.4% |
| Participation rate | 69.4% | 73.5%-4.0pp | 77.1%-7.6pp | 69.6%-0.2pp |
| Annual return | 17.89% | 19.37%-1.5pp | 91.64%-73.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,033 | $3,440+17.2% | $4,167-3.2% | $3,741+7.8% |
| Admin fee / account holder | $117 | $5,622-97.9% | $6,797-98.3% | $5,306-97.8% |