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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 | $54,089 | $71,480-24.3% | $90,782-40.4% | $64,173-15.7% |
| Participation rate | 40.0% | 77.6%-37.6pp | 82.7%-42.7pp | 69.6%-29.6pp |
| Annual return | -7.70% | -4.25%-3.5pp | -3.42%-4.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $606 | $3,415-82.3% | $4,105-85.2% | $2,381-74.5% |
| Participant deferral / active EE | $1,627 | $4,302-62.2% | $5,366-69.7% | $3,470-53.1% |
| Admin fee / account holder | $0 | $6,309-100.0% | $5,908-100.0% | $4,887-100.0% |