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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 | $51,231 | $52,678-2.7% | $75,784-32.4% | $59,633-14.1% |
| Participation rate | 60.7% | 67.2%-6.5pp | 75.8%-15.1pp | 68.7%-8.0pp |
| Annual return | 2.77% | 2.95%-0.2pp | 9.68%-6.9pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,481 | $2,591-42.8% | $3,652-59.5% | $3,192-53.6% |
| Admin fee / account holder | $3 | $3,610-99.9% | $5,300-100.0% | $4,297-99.9% |