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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 | $74,495 | $84,953-12.3% | $163,379-54.4% | $82,637-9.9% |
| Participation rate | 40.0% | 65.9%-25.9pp | 76.8%-36.8pp | 68.1%-28.1pp |
| Annual return | 13.49% | 23.07%-9.6pp | 63.41%-49.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $229 | $2,183-89.5% | $3,752-93.9% | $2,552-91.0% |
| Participant deferral / active EE | $1,933 | $4,326-55.3% | $6,282-69.2% | $4,126-53.1% |
| Admin fee / account holder | $241 | $7,921-97.0% | $9,818-97.5% | $7,339-96.7% |