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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 | $28,478 | $153,311-81.4% | $109,313-73.9% | $273,972-89.6% |
| Participation rate | 54.5% | 80.1%-25.5pp | 71.3%-16.7pp | 83.0%-28.5pp |
| Annual return | 7.31% | 29.86%-22.6pp | 22.07%-14.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,883 | $3,932-26.7% | $3,166-9.0% | $5,287-45.5% |
| Admin fee / account holder | $62 | $8,076-99.2% | $5,666-98.9% | $10,133-99.4% |