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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 | $41,149 | $76,834-46.4% | $108,359-62.0% | $87,485-53.0% |
| Participation rate | 10.0% | 61.7%-51.7pp | 70.1%-60.1pp | 68.9%-58.9pp |
| Annual return | 13.75% | 19.09%-5.3pp | 36.89%-23.1pp | 26.06%-12.3pp |
| Employer contribution / active EE | $92 | $1,556-94.1% | $2,399-96.1% | $2,596-96.4% |
| Participant deferral / active EE | $1,819 | $3,100-41.3% | $4,137-56.0% | $4,274-57.4% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |