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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 | $32,473 | $57,352-43.4% | $83,830-61.3% | $64,173-49.4% |
| Participation rate | 24.0% | 68.6%-44.6pp | 76.1%-52.1pp | 69.6%-45.6pp |
| Annual return | 5.05% | 11.38%-6.3pp | 850.97%-845.9pp | 7.63%-2.6pp |
| Employer contribution / active EE | $381 | $2,546-85.0% | $3,631-89.5% | $2,381-84.0% |
| Participant deferral / active EE | $1,712 | $2,993-42.8% | $4,082-58.1% | $3,470-50.7% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |