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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 | $40,409 | $65,361-38.2% | $92,903-56.5% | $72,983-44.6% |
| Participation rate | 41.0% | 68.3%-27.3pp | 76.0%-35.0pp | 69.5%-28.5pp |
| Annual return | 25.12% | 42.11%-17.0pp | 109.43%-84.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $140 | $2,594-94.6% | $3,653-96.2% | $2,440-94.3% |
| Participant deferral / active EE | $2,197 | $3,128-29.8% | $4,238-48.2% | $3,608-39.1% |
| Admin fee / account holder | $279 | $4,251-93.4% | $5,795-95.2% | $5,124-94.6% |