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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 | $38,715 | $65,364-40.8% | $92,909-58.3% | $72,975-46.9% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 22.66% | 42.11%-19.4pp | 109.44%-86.8pp | 81.01%-58.3pp |
| Employer contribution / active EE | $383 | $2,594-85.2% | $3,653-89.5% | $2,440-84.3% |
| Participant deferral / active EE | $2,075 | $3,128-33.7% | $4,238-51.0% | $3,608-42.5% |
| Admin fee / account holder | $145 | $4,251-96.6% | $5,795-97.5% | $5,124-97.2% |