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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 | $21,006 | $112,729-81.4% | $98,716-78.7% | $137,256-84.7% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 13.29% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $446 | $2,725-83.6% | $2,279-80.4% | $4,156-89.3% |
| Participant deferral / active EE | $1,426 | $4,640-69.3% | $4,048-64.8% | $6,407-77.7% |
| Admin fee / account holder | $108 | $10,129-98.9% | $8,703-98.8% | $12,270-99.1% |