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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 | $41,563 | $56,110-25.9% | $94,993-56.2% | $70,126-40.7% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.9%-13.9pp | 69.5%-9.5pp |
| Annual return | 13.40% | 51.02%-37.6pp | 27.14%-13.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,382 | $2,391-0.4% | $3,317-28.2% | $3,332-28.5% |
| Admin fee / account holder | $23 | $3,456-99.3% | $4,960-99.5% | $4,645-99.5% |