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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 | $26,225 | $75,541-65.3% | $152,093-82.8% | $82,637-68.3% |
| Participation rate | 25.4% | 66.5%-41.1pp | 77.8%-52.3pp | 68.1%-42.6pp |
| Annual return | 14.37% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,032 | $3,206-67.8% | $5,451-81.1% | $4,126-75.0% |
| Admin fee / account holder | $239 | $6,405-96.3% | $14,497-98.4% | $7,339-96.7% |