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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 | $27,725 | $81,358-65.9% | $155,556-82.2% | $80,959-65.8% |
| Participation rate | 30.0% | 66.3%-36.3pp | 78.2%-48.2pp | 67.7%-37.7pp |
| Annual return | 12.44% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,615 | $3,455-53.3% | $5,631-71.3% | $4,300-62.4% |
| Admin fee / account holder | $113 | $7,994-98.6% | $15,885-99.3% | $6,925-98.4% |