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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 | $44,966 | $88,707-49.3% | $74,184-39.4% | $273,972-83.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 3.89% | 11.94%-8.0pp | 17.74%-13.8pp | 41.46%-37.6pp |
| Employer contribution / active EE | $482 | $3,159-84.7% | $2,370-79.7% | $4,869-90.1% |
| Participant deferral / active EE | $4,500 | $4,212+6.8% | $3,550+26.8% | $5,287-14.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |