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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 | $37,570 | $87,834-57.2% | $133,975-72.0% | $62,881-40.3% |
| Participation rate | 29.6% | 83.4%-53.7pp | 87.1%-57.4pp | 69.3%-39.7pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.29%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $602 | $3,482-82.7% | $5,211-88.5% | $2,281-73.6% |
| Participant deferral / active EE | $2,573 | $4,812-46.5% | $6,282-59.0% | $3,203-19.7% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |