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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 | $51,909 | $45,087+15.1% | $69,483-25.3% | $72,976-28.9% |
| Participation rate | 29.7% | 68.5%-38.7pp | 74.6%-44.9pp | 69.5%-39.8pp |
| Annual return | 21.52% | 22.67%-1.1pp | 28.99%-7.5pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,776 | $2,603-31.8% | $3,537-49.8% | $3,608-50.8% |
| Admin fee / account holder | $11 | $3,057-99.7% | $3,841-99.7% | $5,124-99.8% |