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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 | $51,815 | $124,425-58.4% | $112,040-53.8% | $137,256-62.2% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.5%-56.5pp | 80.0%-60.0pp |
| Annual return | 24.25% | 24.72%-0.5pp | 24.52%-0.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $647 | $3,411-81.0% | $2,954-78.1% | $4,156-84.4% |
| Participant deferral / active EE | $1,828 | $5,718-68.0% | $5,098-64.1% | $6,407-71.5% |
| Admin fee / account holder | $179 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |