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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 | $39,925 | $51,202-22.0% | $70,548-43.4% | $75,181-46.9% |
| Participation rate | 29.9% | 61.0%-31.1pp | 68.3%-38.5pp | 67.2%-37.3pp |
| Annual return | 22.83% | 30.05%-7.2pp | 32.78%-10.0pp | 160.69%-137.9pp |
| Employer contribution / active EE | $161 | $1,827-91.2% | $2,975-94.6% | $2,671-94.0% |
| Participant deferral / active EE | $925 | $2,850-67.5% | $4,567-79.7% | $4,126-77.6% |
| Admin fee / account holder | $198 | $4,094-95.2% | $6,424-96.9% | $5,650-96.5% |