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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 | $47,332 | $76,551-38.2% | $123,894-61.8% | $62,881-24.7% |
| Participation rate | 56.3% | 73.0%-16.7pp | 81.4%-25.2pp | 69.3%-13.1pp |
| Annual return | 6.59% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,408 | $4,840-29.6% | $5,984-43.0% | $3,203+6.4% |
| Admin fee / account holder | $287 | $4,826-94.1% | $8,357-96.6% | $4,296-93.3% |