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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 | $67,586 | $65,703+2.9% | $94,228-28.3% | $59,633+13.3% |
| Participation rate | 44.8% | 72.1%-27.3pp | 78.8%-33.9pp | 68.7%-23.8pp |
| Annual return | -0.80% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,891 | $3,143+55.6% | $4,320+13.2% | $3,192+53.2% |
| Admin fee / account holder | $67 | $4,264-98.4% | $6,269-98.9% | $4,297-98.4% |