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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 | $40,945 | $45,872-10.7% | $77,096-46.9% | $68,486-40.2% |
| Participation rate | 51.1% | 55.9%-4.9pp | 67.9%-16.9pp | 67.9%-16.8pp |
| Annual return | -14.49% | 1.73%-16.2pp | 42.35%-56.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $122 | $1,650-92.6% | $2,814-95.6% | $2,597-95.3% |
| Participant deferral / active EE | $4,767 | $2,963+60.9% | $4,429+7.6% | $4,028+18.4% |
| Admin fee / account holder | $133 | $3,041-95.6% | $5,428-97.6% | $5,404-97.5% |