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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 | $32,682 | $81,476-59.9% | $102,383-68.1% | $80,925-59.6% |
| Participation rate | 42.4% | 66.8%-24.4pp | 74.5%-32.1pp | 67.7%-25.2pp |
| Annual return | 20.63% | 25.59%-5.0pp | 24.94%-4.3pp | 35.65%-15.0pp |
| Employer contribution / active EE | $374 | $3,105-88.0% | $3,870-90.3% | $2,756-86.4% |
| Participant deferral / active EE | $3,581 | $3,871-7.5% | $5,060-29.2% | $4,299-16.7% |
| Admin fee / account holder | $276 | $6,717-95.9% | $8,391-96.7% | $6,940-96.0% |