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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 | $52,397 | $48,300+8.5% | $40,145,923-99.9% | $62,881-16.7% |
| Participation rate | 43.2% | 62.0%-18.9pp | 68.4%-25.2pp | 69.3%-26.1pp |
| Annual return | 7.32% | 6.95%+0.4pp | 5.24%+2.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $117 | $1,333-91.3% | $1,844-93.7% | $2,281-94.9% |
| Participant deferral / active EE | $1,251 | $2,388-47.6% | $2,591-51.7% | $3,203-60.9% |
| Admin fee / account holder | $63 | $2,919-97.8% | $2,903-97.8% | $4,296-98.5% |