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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 | $37,107 | $41,377-10.3% | $109,313-66.1% | $62,881-41.0% |
| Participation rate | 40.0% | 57.5%-17.5pp | 71.3%-31.3pp | 69.3%-29.3pp |
| Annual return | 6.97% | 11.05%-4.1pp | 22.07%-15.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $195 | $1,276-84.7% | $3,892-95.0% | $2,281-91.4% |
| Participant deferral / active EE | $862 | $2,045-57.9% | $3,166-72.8% | $3,203-73.1% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |