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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 | $70,707 | $52,911+33.6% | $73,309-3.5% | $59,633+18.6% |
| Participation rate | 69.2% | 68.2%+1.0pp | 74.9%-5.7pp | 68.7%+0.6pp |
| Annual return | 1.14% | 12.20%-11.1pp | 5.67%-4.5pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,596 | $4,069+111.2% | $4,991+72.2% | $3,192+169.3% |
| Admin fee / account holder | $31 | $3,835-99.2% | $5,635-99.4% | $4,297-99.3% |