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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 | $28,449 | $58,851-51.7% | $115,170-75.3% | $72,983-61.0% |
| Participation rate | 60.0% | 65.5%-5.5pp | 75.9%-15.9pp | 69.5%-9.5pp |
| Annual return | 19.59% | 23.16%-3.6pp | 35.60%-16.0pp | 81.01%-61.4pp |
| Employer contribution / active EE | $49 | $1,798-97.3% | $3,179-98.5% | $2,440-98.0% |
| Participant deferral / active EE | $1,092 | $2,643-58.7% | $4,169-73.8% | $3,608-69.7% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |