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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 | $51,694 | $123,793-58.2% | $177,827-70.9% | $79,858-35.3% |
| Participation rate | 44.7% | 84.7%-39.9pp | 87.7%-43.0pp | 69.6%-24.9pp |
| Annual return | 18.99% | 22.82%-3.8pp | 48.32%-29.3pp | 31.72%-12.7pp |
| Employer contribution / active EE | $640 | $4,095-84.4% | $5,918-89.2% | $2,471-74.1% |
| Participant deferral / active EE | $3,289 | $5,956-44.8% | $7,713-57.4% | $3,740-12.1% |
| Admin fee / account holder | $61 | $7,243-99.2% | $12,429-99.5% | $5,306-98.8% |