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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 | $37,116 | $96,956-61.7% | $69,779-46.8% | $273,972-86.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.2pp | 83.0%-16.3pp |
| Annual return | 2.58% | 12.93%-10.4pp | 12.99%-10.4pp | 41.46%-38.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,633 | $3,744-29.7% | $2,931-10.2% | $5,287-50.2% |
| Admin fee / account holder | $48 | $7,934-99.4% | $4,381-98.9% | $10,133-99.5% |