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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 | $44,633 | $76,371-41.6% | $93,621-52.3% | $72,975-38.8% |
| Participation rate | 33.3% | 71.8%-38.4pp | 75.8%-42.5pp | 69.5%-36.2pp |
| Annual return | 40.15% | 25.82%+14.3pp | 32.76%+7.4pp | 81.01%-40.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,262 | $3,538-36.1% | $4,070-44.4% | $3,608-37.3% |
| Admin fee / account holder | $113 | $6,839-98.4% | $7,890-98.6% | $5,124-97.8% |