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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 | $39,089 | $67,411-42.0% | $91,004-57.0% | $70,126-44.3% |
| Participation rate | 58.1% | 71.4%-13.3pp | 75.6%-17.5pp | 69.5%-11.5pp |
| Annual return | 14.70% | -40.16%+54.9pp | 4.60%+10.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,246 | $2,823+15.0% | $3,548-8.5% | $3,332-2.6% |
| Admin fee / account holder | $183 | $4,236-95.7% | $5,417-96.6% | $4,645-96.1% |