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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 | $22,097 | $86,701-74.5% | $73,309-69.9% | $125,389-82.4% |
| Participation rate | 46.2% | 78.6%-32.5pp | 74.9%-28.8pp | 83.2%-37.0pp |
| Annual return | 1.69% | 2.78%-1.1pp | 5.67%-4.0pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,356 | $5,549-3.5% | $4,991+7.3% | $5,352+0.1% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |