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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 | $55,086 | $56,110-1.8% | $94,993-42.0% | $70,126-21.4% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.9%-8.3pp | 69.5%-3.9pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.14%-27.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $225 | $1,442-84.4% | $2,603-91.4% | $2,343-90.4% |
| Participant deferral / active EE | $2,445 | $2,391+2.2% | $3,317-26.3% | $3,332-26.6% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |