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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 | $32,982 | $49,255-33.0% | $70,494-53.2% | $79,856-58.7% |
| Participation rate | 22.2% | 69.2%-46.9pp | 75.1%-52.8pp | 69.6%-47.4pp |
| Annual return | 16.03% | 30.10%-14.1pp | 109.16%-93.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $253 | $2,100-88.0% | $2,738-90.8% | $2,471-89.8% |
| Participant deferral / active EE | $1,068 | $2,768-61.4% | $3,711-71.2% | $3,741-71.5% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |