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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 | $50,213 | $67,411-25.5% | $91,004-44.8% | $70,126-28.4% |
| Participation rate | 53.3% | 71.4%-18.0pp | 75.6%-22.3pp | 69.5%-16.2pp |
| Annual return | 17.83% | -40.16%+58.0pp | 4.60%+13.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,449 | $2,823-48.7% | $3,548-59.2% | $3,332-56.5% |
| Admin fee / account holder | $172 | $4,236-95.9% | $5,417-96.8% | $4,645-96.3% |