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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 | $20,915 | $56,894-63.2% | $84,753-75.3% | $62,881-66.7% |
| Participation rate | 37.5% | 68.5%-31.0pp | 76.6%-39.1pp | 69.3%-31.8pp |
| Annual return | 5.94% | 6.30%-0.4pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $196 | $2,400-91.8% | $3,574-94.5% | $2,281-91.4% |
| Participant deferral / active EE | $1,404 | $2,709-48.2% | $3,712-62.2% | $3,203-56.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |