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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 | $25,928 | $53,128-51.2% | $86,582-70.1% | $70,126-63.0% |
| Participation rate | 55.8% | 65.3%-9.5pp | 73.5%-17.7pp | 69.5%-13.7pp |
| Annual return | 13.41% | 27.66%-14.3pp | 965.08%-951.7pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,655 | $2,695-1.5% | $3,609-26.4% | $3,332-20.3% |
| Admin fee / account holder | $192 | $3,584-94.7% | $4,904-96.1% | $4,645-95.9% |