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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 | $57,424 | $76,550-25.0% | $123,894-53.7% | $62,881-8.7% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 13.30% | 18.67%-5.4pp | 47.52%-34.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,576 | $4,840-26.1% | $5,984-40.2% | $3,203+11.7% |
| Admin fee / account holder | $116 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |