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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 | $37,378 | $65,364-42.8% | $92,909-59.8% | $72,975-48.8% |
| Participation rate | 47.4% | 68.3%-20.9pp | 76.0%-28.6pp | 69.5%-22.1pp |
| Annual return | 21.20% | 42.11%-20.9pp | 109.44%-88.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,635 | $3,128-15.8% | $4,238-37.8% | $3,608-27.0% |
| Admin fee / account holder | $159 | $4,251-96.3% | $5,795-97.2% | $5,124-96.9% |