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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 | $33,594 | $74,535-54.9% | $100,712-66.6% | $82,637-59.3% |
| Participation rate | 43.5% | 61.2%-17.7pp | 69.3%-25.8pp | 68.1%-24.6pp |
| Annual return | 20.95% | 18.92%+2.0pp | 33.27%-12.3pp | 53.51%-32.6pp |
| Employer contribution / active EE | $137 | $1,503-90.9% | $2,313-94.1% | $2,552-94.6% |
| Participant deferral / active EE | $3,298 | $3,074+7.3% | $4,085-19.3% | $4,126-20.1% |
| Admin fee / account holder | $43 | $6,576-99.4% | $9,256-99.5% | $7,339-99.4% |