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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 | $56,883 | $56,544+0.6% | $75,501-24.7% | $70,126-18.9% |
| Participation rate | 48.3% | 68.1%-19.8pp | 72.4%-24.1pp | 69.5%-21.3pp |
| Annual return | 20.72% | 23.59%-2.9pp | 27.35%-6.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $319 | $1,817-82.4% | $2,352-86.4% | $2,343-86.4% |
| Participant deferral / active EE | $998 | $2,580-61.3% | $3,142-68.2% | $3,332-70.0% |
| Admin fee / account holder | $54 | $3,827-98.6% | $5,801-99.1% | $4,645-98.8% |