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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 | $37,124 | $65,364-43.2% | $92,909-60.0% | $72,975-49.1% |
| Participation rate | 57.4% | 68.3%-10.9pp | 76.0%-18.6pp | 69.5%-12.0pp |
| Annual return | 24.31% | 42.11%-17.8pp | 109.44%-85.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $440 | $2,594-83.0% | $3,653-87.9% | $2,440-82.0% |
| Participant deferral / active EE | $2,110 | $3,128-32.6% | $4,238-50.2% | $3,608-41.5% |
| Admin fee / account holder | $77 | $4,251-98.2% | $5,795-98.7% | $5,124-98.5% |