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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 | $39,388 | $153,311-74.3% | $109,313-64.0% | $273,972-85.6% |
| Participation rate | 37.5% | 80.1%-42.6pp | 71.3%-33.8pp | 83.0%-45.5pp |
| Annual return | 9.14% | 29.86%-20.7pp | 22.07%-12.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,013 | $3,932-74.2% | $3,166-68.0% | $5,287-80.8% |
| Admin fee / account holder | $21 | $8,076-99.7% | $5,666-99.6% | $10,133-99.8% |