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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 | $108,279 | $199,109-45.6% | $173,730-37.7% | $154,746-30.0% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.6%-34.1pp | 80.7%-35.2pp |
| Annual return | 13.96% | 20.02%-6.1pp | 19.96%-6.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,053 | $5,311-80.2% | $4,577-77.0% | $4,379-76.0% |
| Participant deferral / active EE | $3,379 | $7,113-52.5% | $6,326-46.6% | $6,730-49.8% |
| Admin fee / account holder | $220 | $20,916-98.9% | $17,523-98.7% | $14,365-98.5% |