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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 | $38,888 | $73,988-47.4% | $96,538-59.7% | $75,177-48.3% |
| Participation rate | 63.3% | 66.4%-3.1pp | 74.3%-11.0pp | 67.2%-3.9pp |
| Annual return | 19.51% | 26.73%-7.2pp | 35.74%-16.2pp | 160.75%-141.2pp |
| Employer contribution / active EE | $327 | $2,930-88.8% | $3,740-91.3% | $2,671-87.7% |
| Participant deferral / active EE | $1,888 | $3,660-48.4% | $4,880-61.3% | $4,126-54.2% |
| Admin fee / account holder | $72 | $5,220-98.6% | $6,737-98.9% | $5,651-98.7% |