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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 | $33,758 | $135,956-75.2% | $123,894-72.8% | $273,972-87.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.12% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $405 | $5,170-92.2% | $4,617-91.2% | $4,869-91.7% |
| Participant deferral / active EE | $2,492 | $6,343-60.7% | $5,984-58.4% | $5,287-52.9% |
| Admin fee / account holder | $224 | $9,817-97.7% | $8,357-97.3% | $10,133-97.8% |