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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 | $32,435 | $81,358-60.1% | $155,556-79.1% | $80,959-59.9% |
| Participation rate | 56.4% | 66.3%-9.9pp | 78.2%-21.8pp | 67.7%-11.3pp |
| Annual return | 18.51% | 33.39%-14.9pp | 64.84%-46.3pp | 35.67%-17.2pp |
| Employer contribution / active EE | $329 | $3,106-89.4% | $4,675-93.0% | $2,757-88.1% |
| Participant deferral / active EE | $1,089 | $3,455-68.5% | $5,631-80.7% | $4,300-74.7% |
| Admin fee / account holder | $290 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |