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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 | $54,960 | $65,364-15.9% | $92,909-40.8% | $72,975-24.7% |
| Participation rate | 52.0% | 68.3%-16.3pp | 76.0%-24.0pp | 69.5%-17.5pp |
| Annual return | 22.72% | 42.11%-19.4pp | 109.44%-86.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $340 | $2,594-86.9% | $3,653-90.7% | $2,440-86.0% |
| Participant deferral / active EE | $1,386 | $3,128-55.7% | $4,238-67.3% | $3,608-61.6% |
| Admin fee / account holder | $216 | $4,251-94.9% | $5,795-96.3% | $5,124-95.8% |