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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 | $47,097 | $83,908-43.9% | $68,509-31.3% | $125,389-62.4% |
| Participation rate | 38.9% | 78.2%-39.3pp | 74.7%-35.8pp | 83.2%-44.3pp |
| Annual return | 0.11% | 14.48%-14.4pp | 8.27%-8.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $227 | $3,031-92.5% | $2,278-90.1% | $4,866-95.3% |
| Participant deferral / active EE | $1,700 | $4,125-58.8% | $3,382-49.8% | $5,352-68.2% |
| Admin fee / account holder | $91 | $8,982-99.0% | $5,275-98.3% | $9,541-99.0% |