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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 | $52,765 | $46,877+12.6% | $122,354-56.9% | $70,124-24.8% |
| Participation rate | 36.8% | 58.2%-21.4pp | 71.6%-34.8pp | 69.5%-32.7pp |
| Annual return | 14.23% | 24.22%-10.0pp | 30.28%-16.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,075 | $2,167-50.4% | $3,287-67.3% | $3,332-67.7% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |