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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 | $38,299 | $69,977-45.3% | $108,582-64.7% | $62,881-39.1% |
| Participation rate | 54.9% | 72.9%-18.0pp | 79.6%-24.7pp | 69.3%-14.4pp |
| Annual return | 4.99% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,857 | $3,165+21.9% | $4,311-10.5% | $3,203+20.4% |
| Admin fee / account holder | $135 | $5,076-97.3% | $7,645-98.2% | $4,296-96.9% |