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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 | $56,709 | $56,484+0.4% | $169,452-66.5% | $64,173-11.6% |
| Participation rate | 44.0% | 64.5%-20.5pp | 77.8%-33.8pp | 69.6%-25.6pp |
| Annual return | -2.67% | -1.55%-1.1pp | 1.83%-4.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,525 | $3,448-55.8% | $5,277-71.1% | $3,470-56.1% |
| Admin fee / account holder | $170 | $4,174-95.9% | $9,110-98.1% | $4,887-96.5% |