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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 | $30,556 | $60,349-49.4% | $74,184-58.8% | $62,881-51.4% |
| Participation rate | 54.5% | 72.7%-18.2pp | 76.6%-22.1pp | 69.3%-14.8pp |
| Annual return | 16.27% | 21.38%-5.1pp | 17.74%-1.5pp | 20.14%-3.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,982 | $2,856-30.6% | $3,550-44.2% | $3,203-38.1% |
| Admin fee / account holder | $251 | $4,261-94.1% | $5,586-95.5% | $4,296-94.2% |