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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 | $20,644 | $81,358-74.6% | $155,556-86.7% | $80,959-74.5% |
| Participation rate | 44.4% | 66.3%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 11.58% | 33.39%-21.8pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,363 | $3,455-60.5% | $5,631-75.8% | $4,300-68.3% |
| Admin fee / account holder | $253 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |