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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 | $63,592 | $67,602-5.9% | $82,312-22.7% | $70,126-9.3% |
| Participation rate | 46.5% | 72.8%-26.3pp | 76.9%-30.4pp | 69.5%-23.0pp |
| Annual return | 16.00% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,993 | $2,987-33.3% | $3,706-46.2% | $3,332-40.2% |
| Admin fee / account holder | $25 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |