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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 | $48,396 | $41,377+17.0% | $109,313-55.7% | $62,881-23.0% |
| Participation rate | 15.2% | 57.5%-42.4pp | 71.3%-56.1pp | 69.3%-54.2pp |
| Annual return | 6.37% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $840 | $2,045-58.9% | $3,166-73.5% | $3,203-73.8% |
| Admin fee / account holder | $38 | $2,884-98.7% | $5,666-99.3% | $4,296-99.1% |