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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 | $63,986 | $41,377+54.6% | $109,313-41.5% | $62,881+1.8% |
| Participation rate | 42.9% | 57.5%-14.7pp | 71.3%-28.4pp | 69.3%-26.4pp |
| Annual return | 10.48% | 11.05%-0.6pp | 22.07%-11.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $66 | $1,276-94.8% | $3,892-98.3% | $2,281-97.1% |
| Participant deferral / active EE | $4,976 | $2,045+143.3% | $3,166+57.2% | $3,203+55.4% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |