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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 | $27,405 | $99,345-72.4% | $84,753-67.7% | $273,972-90.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.69% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $605 | $4,214-85.6% | $3,574-83.1% | $4,869-87.6% |
| Participant deferral / active EE | $3,780 | $4,270-11.5% | $3,712+1.8% | $5,287-28.5% |
| Admin fee / account holder | $83 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |