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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 | $34,840 | $64,359-45.9% | $90,161-61.4% | $70,126-50.3% |
| Participation rate | 49.3% | 70.4%-21.1pp | 76.9%-27.6pp | 69.5%-20.2pp |
| Annual return | 62.67% | 28.13%+34.5pp | 34.89%+27.8pp | 73.15%-10.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,597 | $4,389+73.1% | $5,287+43.7% | $3,332+128.0% |
| Admin fee / account holder | $214 | $3,945-94.6% | $5,943-96.4% | $4,645-95.4% |