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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 | $31,128 | $106,864-70.9% | $147,318-78.9% | $82,637-62.3% |
| Participation rate | 60.0% | 75.5%-15.5pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 20.35% | 27.49%-7.1pp | 70.43%-50.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $328 | $3,417-90.4% | $4,593-92.9% | $2,552-87.2% |
| Participant deferral / active EE | $7,229 | $6,496+11.3% | $7,906-8.6% | $4,126+75.2% |
| Admin fee / account holder | $98 | $8,415-98.8% | $13,708-99.3% | $7,339-98.7% |