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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 | $80,215 | $41,377+93.9% | $109,313-26.6% | $62,881+27.6% |
| Participation rate | 23.1% | 57.5%-34.5pp | 71.3%-48.2pp | 69.3%-46.2pp |
| Annual return | 4.93% | 11.05%-6.1pp | 22.07%-17.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,411 | $2,045-31.0% | $3,166-55.4% | $3,203-56.0% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |