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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 | $40,232 | $37,446+7.4% | $77,513-48.1% | $79,852-49.6% |
| Participation rate | 26.3% | 41.5%-15.2pp | 54.2%-27.9pp | 69.6%-43.3pp |
| Annual return | 23.82% | 39.76%-15.9pp | 54.81%-31.0pp | 31.72%-7.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $377 | $1,261-70.1% | $1,861-79.7% | $3,740-89.9% |
| Admin fee / account holder | $80 | $2,506-96.8% | $2,859-97.2% | $5,306-98.5% |