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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 | $63,412 | $52,580+20.6% | $71,671-11.5% | $70,126-9.6% |
| Participation rate | 28.0% | 60.9%-32.9pp | 68.7%-40.7pp | 69.5%-41.5pp |
| Annual return | 13.53% | 20.25%-6.7pp | 20.65%-7.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,432 | $2,386-40.0% | $3,438-58.3% | $3,332-57.0% |
| Admin fee / account holder | $185 | $3,653-94.9% | $5,558-96.7% | $4,645-96.0% |