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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 | $30,762 | $92,798-66.9% | $96,707-68.2% | $137,256-77.6% |
| Participation rate | 25.0% | 81.6%-56.6pp | 80.4%-55.4pp | 80.0%-55.0pp |
| Annual return | 16.70% | 31.24%-14.5pp | 34.78%-18.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $984 | $4,147-76.3% | $4,191-76.5% | $4,156-76.3% |
| Participant deferral / active EE | $1,928 | $5,877-67.2% | $5,997-67.8% | $6,407-69.9% |
| Admin fee / account holder | $218 | $7,946-97.3% | $7,503-97.1% | $12,270-98.2% |