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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 | $26,418 | $76,551-65.5% | $123,894-78.7% | $62,881-58.0% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 8.91% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $7 | $2,882-99.7% | $4,617-99.8% | $2,281-99.7% |
| Participant deferral / active EE | $2,447 | $4,840-49.4% | $5,984-59.1% | $3,203-23.6% |
| Admin fee / account holder | $209 | $4,826-95.7% | $8,357-97.5% | $4,296-95.1% |