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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 | $30,354 | $56,894-46.6% | $84,753-64.2% | $62,881-51.7% |
| Participation rate | 48.7% | 68.5%-19.8pp | 76.6%-27.9pp | 69.3%-20.6pp |
| Annual return | 7.41% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $199 | $2,400-91.7% | $3,574-94.4% | $2,281-91.3% |
| Participant deferral / active EE | $1,372 | $2,709-49.3% | $3,712-63.0% | $3,203-57.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |