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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 | $45,518 | $78,690-42.2% | $161,489-71.8% | $87,485-48.0% |
| Participation rate | 52.4% | 67.5%-15.1pp | 78.7%-26.3pp | 68.9%-16.6pp |
| Annual return | 18.26% | 32.74%-14.5pp | 89.72%-71.5pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,195 | $3,311-33.7% | $5,630-61.0% | $4,274-48.6% |
| Admin fee / account holder | $128 | $6,724-98.1% | $16,006-99.2% | $7,775-98.4% |