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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 | $61,083 | $99,345-38.5% | $84,753-27.9% | $273,972-77.7% |
| Participation rate | 65.2% | 80.7%-15.5pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | 10.23% | 22.93%-12.7pp | 22.78%-12.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,314 | $4,270-69.2% | $3,712-64.6% | $5,287-75.1% |
| Admin fee / account holder | $11 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |