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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 | $44,434 | $39,162+13.5% | $100,671-55.9% | $59,633-25.5% |
| Participation rate | 33.3% | 55.9%-22.5pp | 70.7%-37.4pp | 68.7%-35.3pp |
| Annual return | 1.39% | 21.07%-19.7pp | 20.43%-19.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,121 | $1,992+6.5% | $3,144-32.5% | $3,192-33.5% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |