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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 | $45,743 | $52,306-12.5% | $69,779-34.4% | $62,881-27.3% |
| Participation rate | 9.7% | 67.2%-57.6pp | 71.8%-62.1pp | 69.3%-59.6pp |
| Annual return | 8.37% | 13.35%-5.0pp | 12.99%-4.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $254 | $1,799-85.9% | $2,338-89.2% | $2,281-88.9% |
| Participant deferral / active EE | $932 | $2,395-61.1% | $2,931-68.2% | $3,203-70.9% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |