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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 | $52,352 | $67,602-22.6% | $82,312-36.4% | $70,126-25.3% |
| Participation rate | 30.3% | 72.8%-42.5pp | 76.9%-46.6pp | 69.5%-39.2pp |
| Annual return | 23.12% | 21.57%+1.6pp | 25.88%-2.8pp | 73.15%-50.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,271 | $2,987-24.0% | $3,706-38.7% | $3,332-31.8% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |