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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 | $28,457 | $54,757-48.0% | $90,300-68.5% | $72,983-61.0% |
| Participation rate | 56.8% | 65.1%-8.3pp | 73.3%-16.5pp | 69.5%-12.7pp |
| Annual return | 23.57% | 30.63%-7.1pp | 78.11%-54.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,428 | $2,887-50.5% | $3,884-63.2% | $3,608-60.4% |
| Admin fee / account holder | $43 | $3,972-98.9% | $5,353-99.2% | $5,124-99.2% |