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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 | $45,751 | $46,534-1.7% | $64,097-28.6% | $75,177-39.1% |
| Participation rate | 60.5% | 65.9%-5.5pp | 72.3%-11.9pp | 67.2%-6.7pp |
| Annual return | 19.29% | 26.07%-6.8pp | 33.75%-14.5pp | 160.75%-141.5pp |
| Employer contribution / active EE | $348 | $1,976-82.4% | $2,750-87.3% | $2,671-87.0% |
| Participant deferral / active EE | $2,269 | $2,835-20.0% | $3,881-41.6% | $4,126-45.0% |
| Admin fee / account holder | $172 | $2,957-94.2% | $3,070-94.4% | $5,651-97.0% |