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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 | $20,874 | $57,590-63.8% | $86,233-75.8% | $82,448-74.7% |
| Participation rate | 45.5% | 57.9%-12.4pp | 69.0%-23.6pp | 68.1%-22.6pp |
| Annual return | 19.93% | 22.41%-2.5pp | 61.39%-41.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,812 | $3,080-8.7% | $4,559-38.3% | $4,139-32.1% |
| Admin fee / account holder | $285 | $4,730-94.0% | $8,342-96.6% | $7,234-96.1% |