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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 | $43,925 | $56,054-21.6% | $171,082-74.3% | $62,881-30.1% |
| Participation rate | 40.0% | 62.9%-22.9pp | 76.7%-36.7pp | 69.3%-29.3pp |
| Annual return | 7.17% | 22.52%-15.4pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,265 | $3,158-60.0% | $4,797-73.6% | $3,203-60.5% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |