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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 | $47,790 | $64,716-26.2% | $112,258-57.4% | $68,495-30.2% |
| Participation rate | 27.6% | 67.2%-39.6pp | 75.1%-47.5pp | 67.9%-40.3pp |
| Annual return | 4.65% | -11.40%+16.0pp | 27.47%-22.8pp | -7.84%+12.5pp |
| Employer contribution / active EE | $449 | $2,746-83.6% | $3,636-87.6% | $2,596-82.7% |
| Participant deferral / active EE | $2,664 | $3,565-25.3% | $4,728-43.7% | $4,028-33.9% |
| Admin fee / account holder | $220 | $5,232-95.8% | $6,411-96.6% | $5,403-95.9% |