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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 | $43,113 | $56,287-23.4% | $80,977-46.8% | $62,881-31.4% |
| Participation rate | 46.8% | 68.9%-22.1pp | 75.8%-29.0pp | 69.3%-22.5pp |
| Annual return | 10.67% | 22.13%-11.5pp | 17.11%-6.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,463 | $4,196-41.3% | $5,696-56.8% | $3,203-23.1% |
| Admin fee / account holder | $266 | $3,742-92.9% | $5,517-95.2% | $4,296-93.8% |