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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 | $39,321 | $88,707-55.7% | $74,184-47.0% | $273,972-85.6% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 7.54% | 11.94%-4.4pp | 17.74%-10.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $433 | $3,159-86.3% | $2,370-81.7% | $4,869-91.1% |
| Participant deferral / active EE | $2,433 | $4,212-42.2% | $3,550-31.5% | $5,287-54.0% |
| Admin fee / account holder | $8 | $8,717-99.9% | $5,586-99.9% | $10,133-99.9% |