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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 | $57,686 | $67,602-14.7% | $82,312-29.9% | $70,126-17.7% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.9%-12.0pp | 69.5%-4.7pp |
| Annual return | 19.57% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $262 | $1,755-85.1% | $2,428-89.2% | $2,343-88.8% |
| Participant deferral / active EE | $1,453 | $2,987-51.4% | $3,706-60.8% | $3,332-56.4% |
| Admin fee / account holder | $116 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |