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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 | $44,132 | $48,078-8.2% | $78,676-43.9% | $62,881-29.8% |
| Participation rate | 28.9% | 65.2%-36.3pp | 73.6%-44.6pp | 69.3%-40.4pp |
| Annual return | 8.53% | 31.36%-22.8pp | 62.19%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $763 | $2,587-70.5% | $3,517-78.3% | $3,203-76.2% |
| Admin fee / account holder | $186 | $3,206-94.2% | $4,510-95.9% | $4,296-95.7% |