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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 | $115,225-57.0% | $100,712-50.8% | $138,895-64.3% |
| Participation rate | 40.9% | 74.3%-33.4pp | 69.3%-28.4pp | 79.9%-39.0pp |
| Annual return | 17.62% | 40.35%-22.7pp | 33.27%-15.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $121 | $2,771-95.6% | $2,313-94.8% | $4,194-97.1% |
| Participant deferral / active EE | $1,409 | $4,699-70.0% | $4,085-65.5% | $6,396-78.0% |
| Admin fee / account holder | $208 | $10,844-98.1% | $9,256-97.8% | $12,562-98.3% |