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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 | $62,032 | $76,669-19.1% | $96,496-35.7% | $71,476-13.2% |
| Participation rate | 21.1% | 66.6%-45.5pp | 74.3%-53.3pp | 67.9%-46.9pp |
| Annual return | 19.13% | 48.29%-29.2pp | 35.70%-16.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $543 | $3,031-82.1% | $3,738-85.5% | $2,589-79.0% |
| Participant deferral / active EE | $1,767 | $3,771-53.2% | $4,879-63.8% | $4,290-58.8% |
| Admin fee / account holder | $4 | $2,028-99.8% | $6,731-99.9% | $1,587-99.8% |