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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 | $18,204 | $43,075-57.7% | $74,577-75.6% | $62,881-71.0% |
| Participation rate | 35.9% | 58.1%-22.2pp | 68.1%-32.2pp | 69.3%-33.4pp |
| Annual return | 7.82% | 17.50%-9.7pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $130 | $1,498-91.3% | $2,525-94.9% | $2,281-94.3% |
| Participant deferral / active EE | $1,025 | $2,389-57.1% | $3,458-70.4% | $3,203-68.0% |
| Admin fee / account holder | $282 | $2,840-90.1% | $4,138-93.2% | $4,296-93.4% |