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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 | $25,403 | $78,682-67.7% | $109,188-76.7% | $85,851-70.4% |
| Participation rate | 61.8% | 68.3%-6.5pp | 75.9%-14.1pp | 69.3%-7.6pp |
| Annual return | 15.88% | 25.09%-9.2pp | 25.76%-9.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,170 | $3,468-37.4% | $4,654-53.4% | $3,952-45.1% |
| Admin fee / account holder | $5 | $5,470-99.9% | $6,755-99.9% | $6,261-99.9% |