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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 | $28,165 | $69,590-59.5% | $136,867-79.4% | $94,015-70.0% |
| Participation rate | 54.2% | 66.3%-12.2pp | 74.5%-20.4pp | 70.8%-16.7pp |
| Annual return | 18.00% | 19.62%-1.6pp | 42.97%-25.0pp | 17.84%+0.2pp |
| Employer contribution / active EE | $186 | $2,396-92.2% | $3,547-94.8% | $2,790-93.3% |
| Participant deferral / active EE | $1,912 | $3,437-44.4% | $4,924-61.2% | $4,249-55.0% |
| Admin fee / account holder | $14 | $8,912-99.8% | $10,340-99.9% | $8,951-99.8% |