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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 | $45,814 | $51,222-10.6% | $70,544-35.1% | $75,173-39.1% |
| Participation rate | 28.2% | 61.0%-32.8pp | 68.4%-40.1pp | 67.2%-39.0pp |
| Annual return | 17.19% | 30.06%-12.9pp | 32.79%-15.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,635 | $2,850-42.6% | $4,568-64.2% | $4,126-60.4% |
| Admin fee / account holder | $204 | $4,096-95.0% | $6,427-96.8% | $5,651-96.4% |