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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 | $177,156-74.6% | $147,027-69.4% | $154,746-70.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 15.61% | 21.94%-6.3pp | 20.23%-4.6pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,505 | $5,797-56.8% | $4,933-49.2% | $6,730-62.8% |
| Admin fee / account holder | $12 | $14,904-99.9% | $12,223-99.9% | $14,365-99.9% |