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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 | $28,766 | $110,240-73.9% | $96,544-70.2% | $139,487-79.4% |
| Participation rate | 22.7% | 78.1%-55.4pp | 76.0%-53.3pp | 80.3%-57.6pp |
| Annual return | 13.60% | 26.41%-12.8pp | 25.88%-12.3pp | 373.84%-360.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,145 | $5,549-61.3% | $4,851-55.8% | $6,713-68.0% |
| Admin fee / account holder | $165 | $11,602-98.6% | $8,254-98.0% | $11,407-98.6% |