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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 | $25,982 | $72,273-64.1% | $101,275-74.3% | $79,856-67.5% |
| Participation rate | 44.0% | 68.5%-24.5pp | 75.8%-31.8pp | 69.6%-25.6pp |
| Annual return | 15.54% | 22.30%-6.8pp | 46.48%-30.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $565 | $2,691-79.0% | $3,660-84.6% | $2,471-77.1% |
| Participant deferral / active EE | $1,446 | $3,282-55.9% | $4,371-66.9% | $3,741-61.4% |
| Admin fee / account holder | $29 | $4,401-99.3% | $5,948-99.5% | $5,306-99.5% |