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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 | $28,156 | $87,166-67.7% | $76,735-63.3% | $137,256-79.5% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.5%-52.8pp | 80.0%-63.3pp |
| Annual return | 20.49% | 26.50%-6.0pp | 29.77%-9.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $360 | $2,904-87.6% | $2,454-85.3% | $4,156-91.3% |
| Participant deferral / active EE | $4,078 | $4,726-13.7% | $4,088-0.3% | $6,407-36.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |