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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 | $23,522 | $45,438-48.2% | $80,004-70.6% | $59,633-60.6% |
| Participation rate | 42.0% | 63.7%-21.7pp | 73.0%-31.0pp | 68.7%-26.7pp |
| Annual return | 5.98% | 5.10%+0.9pp | 7.63%-1.7pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,599 | $2,231-28.3% | $3,204-50.1% | $3,192-49.9% |
| Admin fee / account holder | $169 | $3,464-95.1% | $5,033-96.6% | $4,297-96.1% |