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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 | $46,065 | $69,977-34.2% | $108,582-57.6% | $62,881-26.7% |
| Participation rate | 46.9% | 72.9%-26.0pp | 79.6%-32.7pp | 69.3%-22.4pp |
| Annual return | 5.55% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $434 | $2,135-79.7% | $3,758-88.5% | $2,281-81.0% |
| Participant deferral / active EE | $2,589 | $3,165-18.2% | $4,311-39.9% | $3,203-19.2% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |