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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 | $21,678 | $86,050-74.8% | $189,758-88.6% | $94,015-76.9% |
| Participation rate | 61.5% | 68.9%-7.4pp | 79.8%-18.3pp | 70.8%-9.3pp |
| Annual return | 16.33% | 17.77%-1.4pp | 52.62%-36.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,415 | $3,349-57.7% | $5,856-75.8% | $4,249-66.7% |
| Admin fee / account holder | $183 | $6,627-97.2% | $20,388-99.1% | $8,951-98.0% |