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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 | $77,241 | $99,345-22.3% | $84,753-8.9% | $273,972-71.8% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | 8.82% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,630 | $4,270-38.4% | $3,712-29.2% | $5,287-50.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |