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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 | $25,426 | $60,349-57.9% | $74,184-65.7% | $62,881-59.6% |
| Participation rate | 42.3% | 72.7%-30.4pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | 10.79% | 21.38%-10.6pp | 17.74%-7.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,164 | $2,856+80.8% | $3,550+45.5% | $3,203+61.2% |
| Admin fee / account holder | $57 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |