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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 | $42,915 | $87,166-50.8% | $76,735-44.1% | $137,256-68.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 16.51% | 26.50%-10.0pp | 29.77%-13.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $380 | $2,904-86.9% | $2,454-84.5% | $4,156-90.8% |
| Participant deferral / active EE | $3,721 | $4,726-21.3% | $4,088-9.0% | $6,407-41.9% |
| Admin fee / account holder | $276 | $8,403-96.7% | $7,189-96.2% | $12,270-97.8% |