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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 | $35,304 | $58,851-40.0% | $115,167-69.3% | $72,976-51.6% |
| Participation rate | 45.2% | 65.5%-20.4pp | 75.9%-30.7pp | 69.5%-24.3pp |
| Annual return | 19.32% | 23.16%-3.8pp | 35.60%-16.3pp | 81.02%-61.7pp |
| Employer contribution / active EE | $274 | $1,798-84.8% | $3,179-91.4% | $2,440-88.8% |
| Participant deferral / active EE | $1,170 | $2,643-55.7% | $4,169-71.9% | $3,608-67.6% |
| Admin fee / account holder | $162 | $6,370-97.5% | $7,089-97.7% | $5,124-96.8% |