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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 | $29,276 | $87,106-66.4% | $105,607-72.3% | $80,935-63.8% |
| Participation rate | 52.3% | 70.4%-18.1pp | 75.3%-23.0pp | 67.7%-15.4pp |
| Annual return | 13.06% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $478 | $2,396-80.0% | $3,167-84.9% | $2,757-82.6% |
| Participant deferral / active EE | $1,929 | $3,986-51.6% | $5,011-61.5% | $4,299-55.1% |
| Admin fee / account holder | $206 | $8,447-97.6% | $10,958-98.1% | $6,924-97.0% |