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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 | $31,910 | $43,075-25.9% | $74,577-57.2% | $62,881-49.3% |
| Participation rate | 25.7% | 58.1%-32.3pp | 68.1%-42.4pp | 69.3%-43.6pp |
| Annual return | 6.41% | 17.50%-11.1pp | 20.47%-14.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $29 | $1,498-98.1% | $2,525-98.9% | $2,281-98.7% |
| Participant deferral / active EE | $1,506 | $2,389-37.0% | $3,458-56.4% | $3,203-53.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |