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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 | $55,421 | $74,535-25.6% | $100,712-45.0% | $82,637-32.9% |
| Participation rate | 20.9% | 61.2%-40.2pp | 69.3%-48.3pp | 68.1%-47.1pp |
| Annual return | 15.15% | 18.92%-3.8pp | 33.27%-18.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,270 | $3,074-58.7% | $4,085-68.9% | $4,126-69.2% |
| Admin fee / account holder | $4 | $6,576-99.9% | $9,256-100.0% | $7,339-99.9% |