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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 | $55,311 | $56,054-1.3% | $171,082-67.7% | $62,881-12.0% |
| Participation rate | 47.4% | 62.9%-15.5pp | 76.7%-29.3pp | 69.3%-21.9pp |
| Annual return | 9.77% | 22.52%-12.8pp | 32.56%-22.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,262 | $3,158+66.6% | $4,797+9.7% | $3,203+64.3% |
| Admin fee / account holder | $26 | $3,647-99.3% | $8,520-99.7% | $4,296-99.4% |