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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 | $26,478 | $48,078-44.9% | $78,676-66.3% | $62,881-57.9% |
| Participation rate | 57.1% | 65.2%-8.1pp | 73.6%-16.4pp | 69.3%-12.2pp |
| Annual return | 9.50% | 31.36%-21.9pp | 62.19%-52.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $127 | $2,015-93.7% | $2,850-95.5% | $2,281-94.4% |
| Participant deferral / active EE | $2,313 | $2,587-10.6% | $3,517-34.2% | $3,203-27.8% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |