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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 | $49,546 | $112,729-56.0% | $98,716-49.8% | $137,256-63.9% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.3%-28.4pp | 80.0%-39.1pp |
| Annual return | 17.62% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $121 | $2,725-95.6% | $2,279-94.7% | $4,156-97.1% |
| Participant deferral / active EE | $1,409 | $4,640-69.6% | $4,048-65.2% | $6,407-78.0% |
| Admin fee / account holder | $208 | $10,129-97.9% | $8,703-97.6% | $12,270-98.3% |