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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 | $47,257 | $62,672-24.6% | $185,117-74.5% | $70,126-32.6% |
| Participation rate | 23.3% | 63.8%-40.4pp | 77.3%-53.9pp | 69.5%-46.2pp |
| Annual return | 13.57% | 40.79%-27.2pp | 40.50%-26.9pp | 73.15%-59.6pp |
| Employer contribution / active EE | $39 | $1,753-97.8% | $4,182-99.1% | $2,343-98.3% |
| Participant deferral / active EE | $1,367 | $3,272-58.2% | $5,045-72.9% | $3,332-59.0% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |