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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 | $52,145 | $108,825-52.1% | $156,181-66.6% | $82,448-36.8% |
| Participation rate | 28.1% | 72.4%-44.2pp | 78.8%-50.7pp | 68.1%-39.9pp |
| Annual return | 19.32% | 20.59%-1.3pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $544 | $2,870-81.1% | $4,294-87.3% | $2,551-78.7% |
| Participant deferral / active EE | $3,014 | $4,577-34.2% | $6,132-50.9% | $4,139-27.2% |
| Admin fee / account holder | $283 | $9,341-97.0% | $14,586-98.1% | $7,234-96.1% |