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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 | $39,901 | $81,504-51.0% | $102,437-61.0% | $80,959-50.7% |
| Participation rate | 48.4% | 66.9%-18.5pp | 74.5%-26.1pp | 67.7%-19.3pp |
| Annual return | 14.10% | 25.60%-11.5pp | 24.95%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,457 | $3,871-36.5% | $5,060-51.4% | $4,300-42.9% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |