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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 | $27,115 | $81,487-66.7% | $102,412-73.5% | $80,935-66.5% |
| Participation rate | 17.0% | 66.8%-49.8pp | 74.5%-57.5pp | 67.7%-50.6pp |
| Annual return | 12.75% | 25.60%-12.8pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $559 | $3,103-82.0% | $3,870-85.6% | $2,757-79.7% |
| Participant deferral / active EE | $1,662 | $3,871-57.1% | $5,060-67.2% | $4,299-61.4% |
| Admin fee / account holder | $130 | $6,717-98.1% | $8,388-98.4% | $6,924-98.1% |