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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 | $61,795 | $72,269-14.5% | $101,271-39.0% | $79,852-22.6% |
| Participation rate | 43.2% | 68.5%-25.2pp | 75.8%-32.6pp | 69.6%-26.4pp |
| Annual return | 19.26% | 22.29%-3.0pp | 46.48%-27.2pp | 31.72%-12.5pp |
| Employer contribution / active EE | $1 | $2,692-100.0% | $3,660-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $1,495 | $3,282-54.4% | $4,371-65.8% | $3,740-60.0% |
| Admin fee / account holder | $271 | $4,401-93.8% | $5,948-95.4% | $5,306-94.9% |