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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 | $44,462 | $72,492-38.7% | $87,102-49.0% | $72,983-39.1% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 20.37% | 24.46%-4.1pp | 28.19%-7.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,096 | $3,270-5.3% | $4,048-23.5% | $3,608-14.2% |
| Admin fee / account holder | $287 | $5,055-94.3% | $7,491-96.2% | $5,124-94.4% |