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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 | $34,172 | $101,798-66.4% | $165,071-79.3% | $80,935-57.8% |
| Participation rate | 38.9% | 71.8%-32.9pp | 78.6%-39.7pp | 67.7%-28.8pp |
| Annual return | 14.14% | 16.73%-2.6pp | 70.17%-56.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $803 | $2,954-72.8% | $4,347-81.5% | $2,757-70.9% |
| Participant deferral / active EE | $3,379 | $4,476-24.5% | $6,035-44.0% | $4,299-21.4% |
| Admin fee / account holder | $82 | $8,221-99.0% | $12,695-99.4% | $6,924-98.8% |