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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 | $28,091 | $67,602-58.4% | $82,312-65.9% | $70,126-59.9% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 20.37% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $223 | $1,755-87.3% | $2,428-90.8% | $2,343-90.5% |
| Participant deferral / active EE | $1,389 | $2,987-53.5% | $3,706-62.5% | $3,332-58.3% |
| Admin fee / account holder | $44 | $4,512-99.0% | $5,608-99.2% | $4,645-99.1% |