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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 | $58,582 | $57,119+2.6% | $85,187-31.2% | $80,935-27.6% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 12.50% | 21.70%-9.2pp | 66.67%-54.2pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,038 | $3,115-34.6% | $4,525-55.0% | $4,299-52.6% |
| Admin fee / account holder | $8 | $4,990-99.8% | $6,162-99.9% | $6,924-99.9% |