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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 | $41,250 | $79,557-48.2% | $118,746-65.3% | $70,126-41.2% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.3%-26.3pp | 69.5%-17.5pp |
| Annual return | 20.51% | 25.64%-5.1pp | 24.54%-4.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,764 | $4,089-56.9% | $5,332-66.9% | $3,332-47.1% |
| Admin fee / account holder | $81 | $5,374-98.5% | $10,720-99.2% | $4,645-98.3% |