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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 | $40,917 | $72,027-43.2% | $185,835-78.0% | $79,852-48.8% |
| Participation rate | 36.8% | 65.8%-28.9pp | 78.0%-41.2pp | 69.6%-32.8pp |
| Annual return | 20.19% | 23.13%-2.9pp | 35.96%-15.8pp | 31.72%-11.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,193 | $3,780-42.0% | $5,633-61.1% | $3,740-41.4% |
| Admin fee / account holder | $41 | $4,513-99.1% | $9,502-99.6% | $5,306-99.2% |