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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 | $71,447 | $62,672+14.0% | $185,117-61.4% | $70,124+1.9% |
| Participation rate | 28.6% | 63.8%-35.2pp | 77.3%-48.7pp | 69.5%-41.0pp |
| Annual return | 15.93% | 40.79%-24.9pp | 40.50%-24.6pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,400 | $3,272-57.2% | $5,045-72.3% | $3,332-58.0% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |