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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 | $62,613 | $81,476-23.2% | $102,383-38.8% | $80,925-22.6% |
| Participation rate | 15.9% | 66.8%-50.9pp | 74.5%-58.6pp | 67.7%-51.7pp |
| Annual return | 20.89% | 25.59%-4.7pp | 24.94%-4.0pp | 35.65%-14.8pp |
| Employer contribution / active EE | $732 | $3,105-76.4% | $3,870-81.1% | $2,756-73.4% |
| Participant deferral / active EE | $1,643 | $3,871-57.6% | $5,060-67.5% | $4,299-61.8% |
| Admin fee / account holder | $6 | $6,717-99.9% | $8,391-99.9% | $6,940-99.9% |