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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 | $45,675 | $112,729-59.5% | $98,716-53.7% | $137,256-66.7% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.3%-42.0pp | 80.0%-52.7pp |
| Annual return | 19.05% | 38.48%-19.4pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $228 | $2,725-91.6% | $2,279-90.0% | $4,156-94.5% |
| Participant deferral / active EE | $2,831 | $4,640-39.0% | $4,048-30.1% | $6,407-55.8% |
| Admin fee / account holder | $264 | $10,129-97.4% | $8,703-97.0% | $12,270-97.8% |