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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 | $27,238 | $81,487-66.6% | $102,412-73.4% | $80,935-66.3% |
| Participation rate | 26.5% | 66.8%-40.3pp | 74.5%-48.0pp | 67.7%-41.1pp |
| Annual return | 14.22% | 25.60%-11.4pp | 24.94%-10.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $796 | $3,103-74.4% | $3,870-79.4% | $2,757-71.1% |
| Participant deferral / active EE | $2,341 | $3,871-39.5% | $5,060-53.7% | $4,299-45.6% |
| Admin fee / account holder | $85 | $6,717-98.7% | $8,388-99.0% | $6,924-98.8% |