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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 | $35,597 | $73,955-51.9% | $96,520-63.1% | $75,181-52.7% |
| Participation rate | 31.0% | 66.4%-35.4pp | 74.3%-43.3pp | 67.2%-36.2pp |
| Annual return | 15.54% | 26.72%-11.2pp | 35.72%-20.2pp | 160.69%-145.1pp |
| Employer contribution / active EE | $330 | $2,930-88.7% | $3,739-91.2% | $2,671-87.6% |
| Participant deferral / active EE | $2,867 | $3,659-21.7% | $4,879-41.2% | $4,126-30.5% |
| Admin fee / account holder | $9 | $5,217-99.8% | $6,733-99.9% | $5,650-99.8% |