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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 | $107,733-60.2% | $92,985-53.8% | $154,746-72.3% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 16.51% | 30.39%-13.9pp | 27.99%-11.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $380 | $3,126-87.8% | $2,662-85.7% | $4,379-91.3% |
| Participant deferral / active EE | $3,721 | $5,053-26.4% | $4,377-15.0% | $6,730-44.7% |
| Admin fee / account holder | $276 | $11,369-97.6% | $9,463-97.1% | $14,365-98.1% |