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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 | $25,805 | $76,551-66.3% | $123,894-79.2% | $62,881-59.0% |
| Participation rate | 61.0% | 73.0%-12.0pp | 81.4%-20.4pp | 69.3%-8.3pp |
| Annual return | 13.80% | 18.68%-4.9pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $19 | $2,882-99.3% | $4,617-99.6% | $2,281-99.2% |
| Participant deferral / active EE | $4,074 | $4,840-15.8% | $5,984-31.9% | $3,203+27.2% |
| Admin fee / account holder | $110 | $4,826-97.7% | $8,357-98.7% | $4,296-97.4% |