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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 | $53,783 | $71,215-24.5% | $93,696-42.6% | $80,935-33.5% |
| Participation rate | 20.7% | 60.4%-39.7pp | 68.7%-48.0pp | 67.7%-47.0pp |
| Annual return | 13.36% | 11.27%+2.1pp | 133.74%-120.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $140 | $1,565-91.1% | $2,422-94.2% | $2,757-94.9% |
| Participant deferral / active EE | $1,396 | $4,037-65.4% | $4,417-68.4% | $4,299-67.5% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |