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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 | $49,239-33.0% | $70,462-53.2% | $79,858-58.7% |
| Participation rate | 22.2% | 69.2%-47.0pp | 75.1%-52.8pp | 69.6%-47.4pp |
| Annual return | 16.03% | 30.08%-14.0pp | 109.08%-93.0pp | 31.72%-15.7pp |
| Employer contribution / active EE | $253 | $2,100-88.0% | $2,737-90.8% | $2,471-89.8% |
| Participant deferral / active EE | $1,068 | $2,769-61.4% | $3,710-71.2% | $3,740-71.4% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |