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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 | $36,153 | $54,541-33.7% | $78,778-54.1% | $70,124-48.4% |
| Participation rate | 48.4% | 60.8%-12.4pp | 69.2%-20.8pp | 69.5%-21.2pp |
| Annual return | 21.10% | 21.07%0pp | 35.62%-14.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,171 | $2,210-47.0% | $2,958-60.4% | $3,332-64.9% |
| Admin fee / account holder | $36 | $3,709-99.0% | $5,134-99.3% | $4,645-99.2% |