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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 | $44,508 | $70,486-36.9% | $100,535-55.7% | $79,856-44.3% |
| Participation rate | 65.0% | 73.6%-8.6pp | 79.4%-14.4pp | 69.6%-4.6pp |
| Annual return | 20.59% | 21.90%-1.3pp | 30.90%-10.3pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,452 | $5,182-52.7% | $6,271-60.9% | $3,741-34.5% |
| Admin fee / account holder | $284 | $4,480-93.7% | $8,085-96.5% | $5,306-94.6% |