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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 | $28,478 | $112,729-74.7% | $98,716-71.2% | $137,256-79.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 27.23% | 38.48%-11.3pp | 31.81%-4.6pp | 220.34%-193.1pp |
| Employer contribution / active EE | $298 | $2,725-89.1% | $2,279-86.9% | $4,156-92.8% |
| Participant deferral / active EE | $3,000 | $4,640-35.3% | $4,048-25.9% | $6,407-53.2% |
| Admin fee / account holder | $74 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |