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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 | $44,468 | $55,713-20.2% | $75,894-41.4% | $72,983-39.1% |
| Participation rate | 41.9% | 61.1%-19.2pp | 69.3%-27.3pp | 69.5%-27.6pp |
| Annual return | 21.30% | 27.60%-6.3pp | 30.76%-9.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,313 | $2,634+25.8% | $3,603-8.1% | $3,608-8.2% |
| Admin fee / account holder | $47 | $3,980-98.8% | $5,420-99.1% | $5,124-99.1% |