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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 | $27,233 | $136,307-80.0% | $106,619-74.5% | $273,972-90.1% |
| Participation rate | 35.3% | 84.8%-49.5pp | 78.0%-42.7pp | 83.0%-47.7pp |
| Annual return | 2.95% | 11.05%-8.1pp | 9.42%-6.5pp | 41.46%-38.5pp |
| Employer contribution / active EE | $647 | $5,190-87.5% | $3,947-83.6% | $4,869-86.7% |
| Participant deferral / active EE | $1,286 | $4,969-74.1% | $3,930-67.3% | $5,287-75.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |