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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 | $31,860 | $67,602-52.9% | $82,312-61.3% | $70,126-54.6% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 21.34% | 21.57%-0.2pp | 25.88%-4.5pp | 73.15%-51.8pp |
| Employer contribution / active EE | $123 | $1,755-93.0% | $2,428-94.9% | $2,343-94.8% |
| Participant deferral / active EE | $1,864 | $2,987-37.6% | $3,706-49.7% | $3,332-44.1% |
| Admin fee / account holder | $127 | $4,512-97.2% | $5,608-97.7% | $4,645-97.3% |