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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 | $45,046 | $161,352-72.1% | $134,172-66.4% | $137,256-67.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 15.61% | 28.72%-13.1pp | 25.30%-9.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,505 | $5,552-54.9% | $4,690-46.6% | $6,407-60.9% |
| Admin fee / account holder | $12 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |