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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 | $31,692 | $60,349-47.5% | $74,184-57.3% | $62,881-49.6% |
| Participation rate | 65.9% | 72.7%-6.9pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 7.99% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,313 | $2,856-54.0% | $3,550-63.0% | $3,203-59.0% |
| Admin fee / account holder | $197 | $4,261-95.4% | $5,586-96.5% | $4,296-95.4% |