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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 | $53,889 | $42,910+25.6% | $60,919-11.5% | $68,490-21.3% |
| Participation rate | 64.6% | 66.8%-2.1pp | 73.1%-8.5pp | 67.9%-3.3pp |
| Annual return | -18.09% | -13.99%-4.1pp | 16.96%-35.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $317 | $1,978-84.0% | $2,704-88.3% | $2,597-87.8% |
| Participant deferral / active EE | $2,739 | $2,866-4.4% | $3,814-28.2% | $4,028-32.0% |
| Admin fee / account holder | $249 | $3,104-92.0% | $3,228-92.3% | $5,403-95.4% |