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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 | $76,174 | $114,712-33.6% | $173,730-56.2% | $87,485-12.9% |
| Participation rate | 32.3% | 73.0%-40.7pp | 79.6%-47.3pp | 68.9%-36.7pp |
| Annual return | 19.21% | 20.18%-1.0pp | 19.96%-0.7pp | 26.06%-6.9pp |
| Employer contribution / active EE | $665 | $2,904-77.1% | $4,577-85.5% | $2,596-74.4% |
| Participant deferral / active EE | $2,226 | $4,642-52.0% | $6,326-64.8% | $4,274-47.9% |
| Admin fee / account holder | $22 | $10,210-99.8% | $17,523-99.9% | $7,775-99.7% |