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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 | $66,242 | $43,075+53.8% | $74,577-11.2% | $62,881+5.3% |
| Participation rate | 0.0% | 58.1%-58.1pp | 68.1%-68.1pp | 69.3%-69.3pp |
| Annual return | 7.23% | 17.50%-10.3pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,341 | $2,389+81.7% | $3,458+25.5% | $3,203+35.5% |
| Admin fee / account holder | $141 | $2,840-95.0% | $4,138-96.6% | $4,296-96.7% |