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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 | $72,122 | $101,795-29.2% | $165,100-56.3% | $80,959-10.9% |
| Participation rate | 48.1% | 71.8%-23.7pp | 78.6%-30.5pp | 67.7%-19.5pp |
| Annual return | 15.76% | 16.73%-1.0pp | 70.21%-54.5pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,837 | $4,476-14.3% | $6,035-36.4% | $4,300-10.8% |
| Admin fee / account holder | $6 | $8,221-99.9% | $12,696-100.0% | $6,925-99.9% |