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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 | $35,042 | $35,183-0.4% | $73,550-52.4% | $70,126-50.0% |
| Participation rate | 22.0% | 42.9%-21.0pp | 54.9%-33.0pp | 69.5%-47.6pp |
| Annual return | 16.39% | 26.90%-10.5pp | -15.16%+31.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $969 | $1,220-20.5% | $1,804-46.3% | $3,332-70.9% |
| Admin fee / account holder | $5 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |