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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 | $64,056 | $81,487-21.4% | $102,412-37.5% | $80,935-20.9% |
| Participation rate | 44.0% | 66.8%-22.8pp | 74.5%-30.5pp | 67.7%-23.7pp |
| Annual return | 17.03% | 25.60%-8.6pp | 24.94%-7.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $656 | $3,103-78.8% | $3,870-83.0% | $2,757-76.2% |
| Participant deferral / active EE | $2,626 | $3,871-32.2% | $5,060-48.1% | $4,299-38.9% |
| Admin fee / account holder | $140 | $6,717-97.9% | $8,388-98.3% | $6,924-98.0% |