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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 | $30,456 | $31,388-3.0% | $73,550-58.6% | $62,293-51.1% |
| Participation rate | 27.4% | 39.9%-12.5pp | 54.9%-27.6pp | 69.5%-42.2pp |
| Annual return | 16.63% | 25.34%-8.7pp | -15.16%+31.8pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $960 | $1,028-6.7% | $1,804-46.8% | $3,169-69.7% |
| Admin fee / account holder | $203 | $299-32.0% | $2,320-91.2% | $479-57.5% |