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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 | $22,770 | $81,233-72.0% | $155,567-85.4% | $80,874-71.8% |
| Participation rate | 41.0% | 66.2%-25.2pp | 78.2%-37.2pp | 67.6%-26.6pp |
| Annual return | 12.25% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,433 | $3,452-29.5% | $5,628-56.8% | $4,297-43.4% |
| Admin fee / account holder | $219 | $7,998-97.3% | $15,916-98.6% | $6,935-96.8% |