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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 | $61,495 | $41,377+48.6% | $109,313-43.7% | $62,881-2.2% |
| Participation rate | 16.3% | 57.5%-41.2pp | 71.3%-54.9pp | 69.3%-53.0pp |
| Annual return | 6.51% | 11.05%-4.5pp | 22.07%-15.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $772 | $2,045-62.2% | $3,166-75.6% | $3,203-75.9% |
| Admin fee / account holder | $194 | $2,884-93.3% | $5,666-96.6% | $4,296-95.5% |