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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 | $64,765 | $99,345-34.8% | $84,753-23.6% | $273,972-76.4% |
| Participation rate | 11.1% | 80.7%-69.6pp | 76.6%-65.5pp | 83.0%-71.9pp |
| Annual return | 6.62% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.8pp |
| Employer contribution / active EE | $92 | $4,214-97.8% | $3,574-97.4% | $4,869-98.1% |
| Participant deferral / active EE | $1,153 | $4,270-73.0% | $3,712-68.9% | $5,287-78.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |