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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 | $43,593 | $56,054-22.2% | $171,082-74.5% | $62,881-30.7% |
| Participation rate | 59.5% | 62.9%-3.4pp | 76.7%-17.2pp | 69.3%-9.8pp |
| Annual return | 8.02% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,163 | $3,158-31.5% | $4,797-54.9% | $3,203-32.5% |
| Admin fee / account holder | $136 | $3,647-96.3% | $8,520-98.4% | $4,296-96.8% |