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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 | $48,259 | $54,763-11.9% | $90,324-46.6% | $72,976-33.9% |
| Participation rate | 32.2% | 65.2%-33.0pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 23.38% | 30.63%-7.3pp | 78.15%-54.8pp | 81.02%-57.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,018 | $2,887-64.7% | $3,885-73.8% | $3,608-71.8% |
| Admin fee / account holder | $227 | $3,973-94.3% | $5,356-95.8% | $5,124-95.6% |