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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 | $46,855 | $46,8770% | $122,354-61.7% | $70,126-33.2% |
| Participation rate | 50.8% | 58.2%-7.4pp | 71.6%-20.8pp | 69.5%-18.7pp |
| Annual return | 17.43% | 24.22%-6.8pp | 30.28%-12.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $138 | $1,288-89.3% | $4,051-96.6% | $2,343-94.1% |
| Participant deferral / active EE | $2,626 | $2,167+21.2% | $3,287-20.1% | $3,332-21.2% |
| Admin fee / account holder | $223 | $3,324-93.3% | $5,479-95.9% | $4,645-95.2% |