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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 | $114,712-54.5% | $173,730-70.0% | $87,485-40.4% |
| Participation rate | 28.1% | 73.0%-44.9pp | 79.6%-51.4pp | 68.9%-40.8pp |
| Annual return | 19.32% | 20.18%-0.9pp | 19.96%-0.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $544 | $2,904-81.3% | $4,577-88.1% | $2,596-79.1% |
| Participant deferral / active EE | $3,014 | $4,642-35.1% | $6,326-52.4% | $4,274-29.5% |
| Admin fee / account holder | $283 | $10,210-97.2% | $17,523-98.4% | $7,775-96.4% |