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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 | $35,021 | $77,472-54.8% | $100,415-65.1% | $80,959-56.7% |
| Participation rate | 65.2% | 76.9%-11.7pp | 81.5%-16.3pp | 67.7%-2.5pp |
| Annual return | 22.39% | 37.26%-14.9pp | 49.47%-27.1pp | 35.67%-13.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,349 | $6,818+51.8% | $8,091+27.9% | $4,300+140.6% |
| Admin fee / account holder | $155 | $5,885-97.4% | $7,906-98.0% | $6,925-97.8% |