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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 | $90,674-65.2% | $96,707-67.4% | $82,448-61.7% |
| Participation rate | 60.6% | 75.9%-15.3pp | 80.4%-19.7pp | 68.1%-7.5pp |
| Annual return | 18.76% | 49.05%-30.3pp | 34.78%-16.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $507 | $3,975-87.3% | $4,191-87.9% | $2,551-80.1% |
| Participant deferral / active EE | $2,981 | $5,696-47.7% | $5,997-50.3% | $4,139-28.0% |
| Admin fee / account holder | $48 | $7,568-99.4% | $7,503-99.4% | $7,234-99.3% |