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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 | $52,721 | $99,343-46.9% | $84,751-37.8% | $273,968-80.8% |
| Participation rate | 6.7% | 80.7%-74.0pp | 76.6%-69.9pp | 83.0%-76.3pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $224 | $4,214-94.7% | $3,574-93.7% | $4,869-95.4% |
| Participant deferral / active EE | $3,291 | $4,269-22.9% | $3,712-11.3% | $5,287-37.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |