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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 | $42,324 | $81,487-48.1% | $102,412-58.7% | $80,935-47.7% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 13.40% | 25.60%-12.2pp | 24.94%-11.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $406 | $3,103-86.9% | $3,870-89.5% | $2,757-85.3% |
| Participant deferral / active EE | $2,051 | $3,871-47.0% | $5,060-59.5% | $4,299-52.3% |
| Admin fee / account holder | $79 | $6,717-98.8% | $8,388-99.1% | $6,924-98.9% |