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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 | $44,249 | $73,009-39.4% | $90,760-51.2% | $68,486-35.4% |
| Participation rate | 65.5% | 70.8%-5.3pp | 75.7%-10.2pp | 67.9%-2.4pp |
| Annual return | -12.38% | -13.81%+1.4pp | -12.16%-0.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,974 | $3,626-18.0% | $4,565-34.9% | $4,028-26.2% |
| Admin fee / account holder | $55 | $5,896-99.1% | $8,444-99.3% | $5,404-99.0% |