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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 | $55,572 | $78,670-29.4% | $109,173-49.1% | $85,847-35.3% |
| Participation rate | 31.6% | 68.3%-36.7pp | 75.9%-44.3pp | 69.3%-37.7pp |
| Annual return | 15.35% | 25.09%-9.7pp | 25.75%-10.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $274 | $2,734-90.0% | $3,723-92.6% | $2,565-89.3% |
| Participant deferral / active EE | $2,093 | $3,467-39.6% | $4,654-55.0% | $3,952-47.1% |
| Admin fee / account holder | $217 | $5,469-96.0% | $6,755-96.8% | $6,261-96.5% |