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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 | $47,571 | $99,345-52.1% | $84,753-43.9% | $273,972-82.6% |
| Participation rate | 31.3% | 80.7%-49.4pp | 76.6%-45.3pp | 83.0%-51.8pp |
| Annual return | 11.11% | 22.93%-11.8pp | 22.78%-11.7pp | 41.46%-30.3pp |
| Employer contribution / active EE | $374 | $4,214-91.1% | $3,574-89.5% | $4,869-92.3% |
| Participant deferral / active EE | $1,494 | $4,270-65.0% | $3,712-59.7% | $5,287-71.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |