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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 | $37,057 | $45,087-17.8% | $69,483-46.7% | $72,976-49.2% |
| Participation rate | 34.5% | 68.5%-34.0pp | 74.6%-40.1pp | 69.5%-35.0pp |
| Annual return | 20.88% | 22.67%-1.8pp | 28.99%-8.1pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,105 | $2,603-57.6% | $3,537-68.8% | $3,608-69.4% |
| Admin fee / account holder | $15 | $3,057-99.5% | $3,841-99.6% | $5,124-99.7% |