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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 | $31,049 | $52,580-40.9% | $71,671-56.7% | $70,124-55.7% |
| Participation rate | 29.3% | 60.9%-31.6pp | 68.7%-39.4pp | 69.5%-40.2pp |
| Annual return | 20.77% | 20.25%+0.5pp | 20.65%+0.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,272 | $2,386-46.7% | $3,438-63.0% | $3,332-61.8% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |