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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 | $40,735 | $99,345-59.0% | $84,753-51.9% | $273,972-85.1% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 10.39% | 22.93%-12.5pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $433 | $4,214-89.7% | $3,574-87.9% | $4,869-91.1% |
| Participant deferral / active EE | $2,269 | $4,270-46.9% | $3,712-38.9% | $5,287-57.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |