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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 | $61,420 | $76,367-19.6% | $93,614-34.4% | $72,983-15.8% |
| Participation rate | 51.1% | 71.7%-20.6pp | 75.8%-24.7pp | 69.5%-18.4pp |
| Annual return | 25.76% | 25.82%-0.1pp | 32.76%-7.0pp | 81.01%-55.3pp |
| Employer contribution / active EE | $339 | $2,275-85.1% | $2,718-87.5% | $2,440-86.1% |
| Participant deferral / active EE | $1,696 | $3,538-52.1% | $4,069-58.3% | $3,608-53.0% |
| Admin fee / account holder | $216 | $6,838-96.8% | $7,889-97.3% | $5,124-95.8% |