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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 | $40,335 | $65,712-38.6% | $57,196-29.5% | $273,972-85.3% |
| Participation rate | 44.4% | 78.3%-33.9pp | 75.3%-30.9pp | 83.0%-38.6pp |
| Annual return | 8.85% | 22.01%-13.2pp | 14.59%-5.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $172 | $3,280-94.8% | $2,683-93.6% | $4,869-96.5% |
| Participant deferral / active EE | $1,724 | $3,782-54.4% | $3,096-44.3% | $5,287-67.4% |
| Admin fee / account holder | $36 | $4,838-99.3% | $3,141-98.9% | $10,133-99.6% |