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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 | $47,633 | $72,607-34.4% | $90,259-47.2% | $87,485-45.6% |
| Participation rate | 21.3% | 64.8%-43.5pp | 70.7%-49.4pp | 68.9%-47.6pp |
| Annual return | 19.47% | 18.59%+0.9pp | 18.88%+0.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,579 | $3,055-48.3% | $3,827-58.7% | $4,274-63.1% |
| Admin fee / account holder | $284 | $5,947-95.2% | $7,267-96.1% | $7,775-96.4% |