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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 | $72,339 | $67,894+6.5% | $89,340-19.0% | $82,448-12.3% |
| Participation rate | 7.0% | 64.0%-57.0pp | 69.6%-62.5pp | 68.1%-61.1pp |
| Annual return | 17.88% | 19.21%-1.3pp | 20.57%-2.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $8 | $1,828-99.6% | $2,231-99.6% | $2,551-99.7% |
| Participant deferral / active EE | $1,210 | $3,072-60.6% | $3,823-68.3% | $4,139-70.8% |
| Admin fee / account holder | $265 | $5,723-95.4% | $6,704-96.1% | $7,234-96.3% |