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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 | $58,124 | $99,345-41.5% | $84,753-31.4% | $273,972-78.8% |
| Participation rate | 18.8% | 80.7%-61.9pp | 76.6%-57.8pp | 83.0%-64.3pp |
| Annual return | 17.45% | 22.93%-5.5pp | 22.78%-5.3pp | 41.46%-24.0pp |
| Employer contribution / active EE | $391 | $4,214-90.7% | $3,574-89.1% | $4,869-92.0% |
| Participant deferral / active EE | $3,038 | $4,270-28.8% | $3,712-18.2% | $5,287-42.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |