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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 | $48,659 | $72,607-33.0% | $90,259-46.1% | $87,485-44.4% |
| Participation rate | 17.5% | 64.8%-47.3pp | 70.7%-53.3pp | 68.9%-51.5pp |
| Annual return | 18.10% | 18.59%-0.5pp | 18.88%-0.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,286 | $3,055-57.9% | $3,827-66.4% | $4,274-69.9% |
| Admin fee / account holder | $3 | $5,947-99.9% | $7,267-100.0% | $7,775-100.0% |