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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 | $30,998 | $64,359-51.8% | $90,161-65.6% | $70,126-55.8% |
| Participation rate | 55.6% | 70.4%-14.9pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 27.11% | 28.13%-1.0pp | 34.89%-7.8pp | 73.15%-46.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,482 | $4,389-20.7% | $5,287-34.2% | $3,332+4.5% |
| Admin fee / account holder | $27 | $3,945-99.3% | $5,943-99.5% | $4,645-99.4% |