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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 | $30,919 | $67,411-54.1% | $91,004-66.0% | $70,131-55.9% |
| Participation rate | 51.9% | 71.4%-19.5pp | 75.6%-23.8pp | 69.5%-17.7pp |
| Annual return | 19.36% | -40.16%+59.5pp | 4.60%+14.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,953 | $2,823-30.8% | $3,548-45.0% | $3,332-41.4% |
| Admin fee / account holder | $224 | $4,236-94.7% | $5,417-95.9% | $4,645-95.2% |