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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 | $33,493 | $83,485-59.9% | $125,192-73.2% | $72,975-54.1% |
| Participation rate | 64.7% | 73.3%-8.6pp | 79.8%-15.1pp | 69.5%-4.8pp |
| Annual return | 20.78% | 25.77%-5.0pp | 43.79%-23.0pp | 81.01%-60.2pp |
| Employer contribution / active EE | $464 | $2,346-80.2% | $3,866-88.0% | $2,440-81.0% |
| Participant deferral / active EE | $2,304 | $3,586-35.7% | $4,937-53.3% | $3,608-36.1% |
| Admin fee / account holder | $114 | $5,518-97.9% | $9,704-98.8% | $5,124-97.8% |