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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 | $74,725 | $136,860-45.4% | $120,344-37.9% | $154,746-51.7% |
| Participation rate | 40.9% | 79.9%-39.0pp | 76.7%-35.8pp | 80.7%-39.8pp |
| Annual return | 11.27% | 21.38%-10.1pp | 20.30%-9.0pp | 172.34%-161.1pp |
| Employer contribution / active EE | $769 | $3,533-78.2% | $3,020-74.5% | $4,379-82.4% |
| Participant deferral / active EE | $3,903 | $5,793-32.6% | $5,135-24.0% | $6,730-42.0% |
| Admin fee / account holder | $271 | $15,393-98.2% | $12,742-97.9% | $14,365-98.1% |