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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 | $52,057 | $72,177-27.9% | $115,038-54.7% | $59,633-12.7% |
| Participation rate | 51.1% | 72.6%-21.4pp | 81.4%-30.3pp | 68.7%-17.6pp |
| Annual return | -1.25% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,118 | $4,783+7.0% | $6,026-15.1% | $3,192+60.4% |
| Admin fee / account holder | $143 | $4,927-97.1% | $8,175-98.3% | $4,297-96.7% |