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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 | $72,339 | $72,607-0.4% | $90,259-19.9% | $87,485-17.3% |
| Participation rate | 7.0% | 64.8%-57.8pp | 70.7%-63.7pp | 68.9%-61.9pp |
| Annual return | 17.88% | 18.59%-0.7pp | 18.88%-1.0pp | 26.06%-8.2pp |
| Employer contribution / active EE | $8 | $1,919-99.6% | $2,291-99.6% | $2,596-99.7% |
| Participant deferral / active EE | $1,210 | $3,055-60.4% | $3,827-68.4% | $4,274-71.7% |
| Admin fee / account holder | $265 | $5,947-95.5% | $7,267-96.4% | $7,775-96.6% |