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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 | $28,196 | $88,370-68.1% | $112,977-75.0% | $79,856-64.7% |
| Participation rate | 29.2% | 76.8%-47.6pp | 82.6%-53.4pp | 69.6%-40.5pp |
| Annual return | 17.33% | 23.16%-5.8pp | 24.24%-6.9pp | 31.71%-14.4pp |
| Employer contribution / active EE | $76 | $3,398-97.8% | $4,255-98.2% | $2,471-96.9% |
| Participant deferral / active EE | $3,126 | $4,536-31.1% | $5,836-46.4% | $3,741-16.4% |
| Admin fee / account holder | $24 | $5,750-99.6% | $6,294-99.6% | $5,306-99.6% |