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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 | $37,160 | $81,358-54.3% | $155,556-76.1% | $80,959-54.1% |
| Participation rate | 12.8% | 66.3%-53.4pp | 78.2%-65.4pp | 67.7%-54.8pp |
| Annual return | 13.94% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $323 | $3,106-89.6% | $4,675-93.1% | $2,757-88.3% |
| Participant deferral / active EE | $2,019 | $3,455-41.6% | $5,631-64.2% | $4,300-53.1% |
| Admin fee / account holder | $67 | $7,994-99.2% | $15,885-99.6% | $6,925-99.0% |