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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 | $61,871 | $72,272-14.4% | $101,264-38.9% | $79,858-22.5% |
| Participation rate | 16.0% | 68.5%-52.5pp | 75.8%-59.8pp | 69.6%-53.6pp |
| Annual return | 19.30% | 22.30%-3.0pp | 46.48%-27.2pp | 31.72%-12.4pp |
| Employer contribution / active EE | $258 | $2,692-90.4% | $3,660-93.0% | $2,471-89.6% |
| Participant deferral / active EE | $1,646 | $3,282-49.8% | $4,370-62.3% | $3,740-56.0% |
| Admin fee / account holder | $15 | $4,401-99.7% | $5,947-99.7% | $5,306-99.7% |