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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 | $42,023 | $60,349-30.4% | $74,184-43.4% | $62,881-33.2% |
| Participation rate | 41.5% | 72.7%-31.2pp | 76.6%-35.1pp | 69.3%-27.8pp |
| Annual return | 6.73% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $269 | $1,680-84.0% | $2,370-88.7% | $2,281-88.2% |
| Participant deferral / active EE | $2,493 | $2,856-12.7% | $3,550-29.8% | $3,203-22.2% |
| Admin fee / account holder | $67 | $4,261-98.4% | $5,586-98.8% | $4,296-98.4% |