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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 | $38,982 | $97,550-60.0% | $120,344-67.6% | $87,485-55.4% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.7%-28.6pp | 68.9%-20.8pp |
| Annual return | 14.95% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.1pp |
| Employer contribution / active EE | $30 | $2,291-98.7% | $3,020-99.0% | $2,596-98.8% |
| Participant deferral / active EE | $2,800 | $4,230-33.8% | $5,135-45.5% | $4,274-34.5% |
| Admin fee / account holder | $150 | $9,543-98.4% | $12,742-98.8% | $7,775-98.1% |