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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 | $26,077 | $67,602-61.4% | $82,312-68.3% | $70,126-62.8% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.4pp |
| Annual return | 19.00% | 21.57%-2.6pp | 25.88%-6.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $131 | $1,755-92.5% | $2,428-94.6% | $2,343-94.4% |
| Participant deferral / active EE | $1,838 | $2,987-38.5% | $3,706-50.4% | $3,332-44.8% |
| Admin fee / account holder | $170 | $4,512-96.2% | $5,608-97.0% | $4,645-96.3% |