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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 | $96,233-67.2% | $137,474-77.0% | $94,015-66.4% |
| Participation rate | 60.6% | 78.3%-17.7pp | 83.5%-22.9pp | 70.8%-10.2pp |
| Annual return | 18.76% | 16.05%+2.7pp | 11.53%+7.2pp | 17.84%+0.9pp |
| Employer contribution / active EE | $507 | $3,713-86.4% | $5,048-90.0% | $2,790-81.8% |
| Participant deferral / active EE | $2,981 | $5,018-40.6% | $6,155-51.6% | $4,249-29.8% |
| Admin fee / account holder | $48 | $7,029-99.3% | $10,602-99.5% | $8,951-99.5% |