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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 | $34,783 | $93,598-62.8% | $135,974-74.4% | $75,173-53.7% |
| Participation rate | 24.4% | 75.2%-50.8pp | 81.9%-57.5pp | 67.2%-42.8pp |
| Annual return | 26.60% | 30.89%-4.3pp | 68.30%-41.7pp | 160.72%-134.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,642 | $6,405-43.1% | $7,760-53.1% | $4,126-11.7% |
| Admin fee / account holder | $8 | $6,978-99.9% | $10,767-99.9% | $5,651-99.9% |