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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 | $75,399 | $67,411+11.8% | $91,004-17.1% | $70,124+7.5% |
| Participation rate | 37.3% | 71.4%-34.1pp | 75.6%-38.3pp | 69.5%-32.3pp |
| Annual return | 18.86% | -40.16%+59.0pp | 4.60%+14.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,088 | $2,823-26.0% | $3,548-41.2% | $3,332-37.3% |
| Admin fee / account holder | $237 | $4,236-94.4% | $5,417-95.6% | $4,645-94.9% |