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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 | $23,540 | $39,132-39.8% | $57,196-58.8% | $62,881-62.6% |
| Participation rate | 32.4% | 70.5%-38.1pp | 75.3%-43.0pp | 69.3%-37.0pp |
| Annual return | 7.57% | 9.24%-1.7pp | 14.59%-7.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $361 | $1,874-80.7% | $2,683-86.5% | $2,281-84.2% |
| Participant deferral / active EE | $944 | $2,374-60.2% | $3,096-69.5% | $3,203-70.5% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |