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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 | $31,636 | $64,920-51.3% | $103,693-69.5% | $86,983-63.6% |
| Participation rate | 36.1% | 63.6%-27.5pp | 72.6%-36.5pp | 69.5%-33.4pp |
| Annual return | 19.17% | 30.29%-11.1pp | 47.61%-28.4pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,189 | $3,241-1.6% | $4,579-30.4% | $4,194-24.0% |
| Admin fee / account holder | $299 | $6,191-95.2% | $7,858-96.2% | $7,856-96.2% |