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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 | $25,716 | $35,183-26.9% | $73,550-65.0% | $70,126-63.3% |
| Participation rate | 39.6% | 42.9%-3.3pp | 54.9%-15.3pp | 69.5%-29.9pp |
| Annual return | 16.29% | 26.90%-10.6pp | -15.16%+31.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $898 | $1,220-26.4% | $1,804-50.2% | $3,332-73.1% |
| Admin fee / account holder | $13 | $2,302-99.4% | $2,320-99.4% | $4,645-99.7% |