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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 | $38,171 | $76,551-50.1% | $123,894-69.2% | $62,881-39.3% |
| Participation rate | 55.6% | 73.0%-17.4pp | 81.4%-25.9pp | 69.3%-13.7pp |
| Annual return | 39.00% | 18.68%+20.3pp | 47.52%-8.5pp | 20.14%+18.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,336 | $4,840+30.9% | $5,984+5.9% | $3,203+97.8% |
| Admin fee / account holder | $233 | $4,826-95.2% | $8,357-97.2% | $4,296-94.6% |