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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 | $64,539 | $72,486-11.0% | $87,103-25.9% | $72,976-11.6% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.9%-49.6pp | 69.5%-42.2pp |
| Annual return | 18.83% | 24.46%-5.6pp | 28.19%-9.4pp | 81.02%-62.2pp |
| Employer contribution / active EE | $277 | $1,894-85.4% | $2,521-89.0% | $2,440-88.6% |
| Participant deferral / active EE | $1,472 | $3,270-55.0% | $4,049-63.6% | $3,608-59.2% |
| Admin fee / account holder | $4 | $5,055-99.9% | $7,491-99.9% | $5,124-99.9% |