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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 | $71,740 | $99,345-27.8% | $84,753-15.4% | $273,972-73.8% |
| Participation rate | 20.8% | 80.7%-59.9pp | 76.6%-55.8pp | 83.0%-62.2pp |
| Annual return | 6.99% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $419 | $4,214-90.1% | $3,574-88.3% | $4,869-91.4% |
| Participant deferral / active EE | $1,716 | $4,270-59.8% | $3,712-53.8% | $5,287-67.6% |
| Admin fee / account holder | $2 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |