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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 | $54,404 | $81,358-33.1% | $155,556-65.0% | $80,959-32.8% |
| Participation rate | 19.2% | 66.3%-47.0pp | 78.2%-59.0pp | 67.7%-48.4pp |
| Annual return | 11.96% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $263 | $3,106-91.5% | $4,675-94.4% | $2,757-90.5% |
| Participant deferral / active EE | $1,775 | $3,455-48.6% | $5,631-68.5% | $4,300-58.7% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |