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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 | $61,477 | $63,703-3.5% | $93,063-33.9% | $82,448-25.4% |
| Participation rate | 52.0% | 63.8%-11.8pp | 72.1%-20.1pp | 68.1%-16.1pp |
| Annual return | 17.40% | -775.43%+792.8pp | 34.15%-16.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,586 | $2,919+22.8% | $3,958-9.4% | $4,139-13.4% |
| Admin fee / account holder | $294 | $5,982-95.1% | $6,033-95.1% | $7,234-95.9% |