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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 | $29,919 | $51,708-42.1% | $106,619-71.9% | $62,881-52.4% |
| Participation rate | 62.7% | 66.9%-4.2pp | 78.0%-15.3pp | 69.3%-6.6pp |
| Annual return | 7.66% | 4.69%+3.0pp | 9.42%-1.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $268 | $1,764-84.8% | $3,947-93.2% | $2,281-88.3% |
| Participant deferral / active EE | $1,424 | $2,315-38.5% | $3,930-63.8% | $3,203-55.5% |
| Admin fee / account holder | $207 | $3,349-93.8% | $6,418-96.8% | $4,296-95.2% |