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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 | $141,193 | $48,300+192.3% | $40,145,923-99.6% | $62,881+124.5% |
| Participation rate | 34.4% | 62.0%-27.6pp | 68.4%-34.0pp | 69.3%-34.9pp |
| Annual return | 8.01% | 6.95%+1.1pp | 5.24%+2.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $21 | $1,333-98.4% | $1,844-98.9% | $2,281-99.1% |
| Participant deferral / active EE | $1,515 | $2,388-36.5% | $2,591-41.5% | $3,203-52.7% |
| Admin fee / account holder | $123 | $2,919-95.8% | $2,903-95.8% | $4,296-97.1% |