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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 | $26,005 | $41,377-37.2% | $109,313-76.2% | $62,881-58.6% |
| Participation rate | 38.0% | 57.5%-19.5pp | 71.3%-33.3pp | 69.3%-31.3pp |
| Annual return | 10.07% | 11.05%-1.0pp | 22.07%-12.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $152 | $1,276-88.1% | $3,892-96.1% | $2,281-93.3% |
| Participant deferral / active EE | $3,659 | $2,045+78.9% | $3,166+15.6% | $3,203+14.2% |
| Admin fee / account holder | $230 | $2,884-92.0% | $5,666-95.9% | $4,296-94.6% |