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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 | $41,588 | $77,901-46.6% | $149,717-72.2% | $75,181-44.7% |
| Participation rate | 61.5% | 65.6%-4.0pp | 78.8%-17.2pp | 67.2%-5.7pp |
| Annual return | 16.50% | 31.73%-15.2pp | 134.41%-117.9pp | 160.69%-144.2pp |
| Employer contribution / active EE | $321 | $3,137-89.8% | $4,820-93.3% | $2,671-88.0% |
| Participant deferral / active EE | $3,479 | $3,411+2.0% | $5,682-38.8% | $4,126-15.7% |
| Admin fee / account holder | $283 | $5,949-95.2% | $13,213-97.9% | $5,650-95.0% |