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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 | $28,184 | $51,642-45.4% | $129,384-78.2% | $80,935-65.2% |
| Participation rate | 42.3% | 56.9%-14.6pp | 69.6%-27.3pp | 67.7%-25.4pp |
| Annual return | 13.45% | 20.78%-7.3pp | 9461.77%-9448.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $262 | $1,583-83.4% | $4,153-93.7% | $2,757-90.5% |
| Participant deferral / active EE | $2,349 | $2,670-12.0% | $4,166-43.6% | $4,299-45.4% |
| Admin fee / account holder | $265 | $4,312-93.9% | $7,686-96.6% | $6,924-96.2% |