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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 | $25,770 | $54,757-52.9% | $90,304-71.5% | $72,975-64.7% |
| Participation rate | 23.5% | 65.2%-41.6pp | 73.3%-49.7pp | 69.5%-46.0pp |
| Annual return | 25.09% | 30.63%-5.5pp | 78.13%-53.0pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,914 | $2,887-33.7% | $3,885-50.7% | $3,608-47.0% |
| Admin fee / account holder | $165 | $3,973-95.9% | $5,354-96.9% | $5,124-96.8% |