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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 | $33,512 | $65,367-48.7% | $92,915-63.9% | $72,976-54.1% |
| Participation rate | 47.5% | 68.3%-20.9pp | 76.0%-28.5pp | 69.5%-22.0pp |
| Annual return | 21.83% | 42.11%-20.3pp | 109.45%-87.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $290 | $2,594-88.8% | $3,653-92.1% | $2,440-88.1% |
| Participant deferral / active EE | $1,782 | $3,128-43.0% | $4,238-58.0% | $3,608-50.6% |
| Admin fee / account holder | $219 | $4,251-94.9% | $5,796-96.2% | $5,124-95.7% |