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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 | $62,098 | $50,947+21.9% | $74,551-16.7% | $64,173-3.2% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.1%-27.0pp | 69.6%-27.5pp |
| Annual return | -3.77% | -1.85%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $185 | $1,115-83.4% | $1,961-90.6% | $2,381-92.2% |
| Participant deferral / active EE | $1,665 | $2,302-27.6% | $3,108-46.4% | $3,470-52.0% |
| Admin fee / account holder | $272 | $4,221-93.6% | $5,059-94.6% | $4,887-94.4% |