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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 | $44,816 | $49,249-9.0% | $70,476-36.4% | $79,852-43.9% |
| Participation rate | 15.2% | 69.2%-53.9pp | 75.1%-59.8pp | 69.6%-54.4pp |
| Annual return | 10.58% | 30.09%-19.5pp | 109.12%-98.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $914 | $2,769-67.0% | $3,710-75.4% | $3,740-75.6% |
| Admin fee / account holder | $96 | $2,878-96.7% | $3,847-97.5% | $5,306-98.2% |