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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 | $43,654 | $60,349-27.7% | $74,184-41.2% | $62,881-30.6% |
| Participation rate | 47.5% | 72.7%-25.2pp | 76.6%-29.1pp | 69.3%-21.8pp |
| Annual return | 10.04% | 21.38%-11.3pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,781 | $2,856-2.6% | $3,550-21.7% | $3,203-13.2% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |