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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 | $31,574 | $96,052-67.1% | $118,106-73.3% | $87,485-63.9% |
| Participation rate | 60.6% | 77.0%-16.4pp | 81.9%-21.3pp | 68.9%-8.3pp |
| Annual return | 18.76% | 24.16%-5.4pp | 19.44%-0.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $507 | $3,939-87.1% | $4,698-89.2% | $2,596-80.5% |
| Participant deferral / active EE | $2,981 | $5,793-48.5% | $6,619-55.0% | $4,274-30.2% |
| Admin fee / account holder | $48 | $7,618-99.4% | $8,973-99.5% | $7,775-99.4% |