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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 | $28,210 | $110,379-74.4% | $102,412-72.5% | $145,884-80.7% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 9.79% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $487 | $4,216-88.4% | $3,870-87.4% | $4,662-89.5% |
| Participant deferral / active EE | $2,390 | $5,622-57.5% | $5,060-52.8% | $6,690-64.3% |
| Admin fee / account holder | $189 | $9,745-98.1% | $8,388-97.7% | $13,392-98.6% |