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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 | $26,312 | $215,361-87.8% | $171,082-84.6% | $273,972-90.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 8.80% | 25.14%-16.3pp | 32.56%-23.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $276 | $4,967-94.4% | $4,002-93.1% | $4,869-94.3% |
| Participant deferral / active EE | $1,828 | $5,543-67.0% | $4,797-61.9% | $5,287-65.4% |
| Admin fee / account holder | $155 | $10,846-98.6% | $8,520-98.2% | $10,133-98.5% |