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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 | $35,970 | $58,057-38.0% | $97,032-62.9% | $86,983-58.6% |
| Participation rate | 21.1% | 60.4%-39.3pp | 71.6%-50.5pp | 69.5%-48.5pp |
| Annual return | 19.60% | 22.26%-2.7pp | 35.38%-15.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $33 | $1,663-98.0% | $2,629-98.7% | $2,584-98.7% |
| Participant deferral / active EE | $1,068 | $3,244-67.1% | $4,672-77.1% | $4,194-74.5% |
| Admin fee / account holder | $235 | $4,839-95.1% | $9,418-97.5% | $7,856-97.0% |