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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 | $60,029 | $81,504-26.3% | $102,437-41.4% | $80,959-25.9% |
| Participation rate | 16.0% | 66.9%-50.9pp | 74.5%-58.5pp | 67.7%-51.7pp |
| Annual return | 17.96% | 25.60%-7.6pp | 24.95%-7.0pp | 35.67%-17.7pp |
| Employer contribution / active EE | $705 | $3,104-77.3% | $3,871-81.8% | $2,757-74.4% |
| Participant deferral / active EE | $1,643 | $3,871-57.6% | $5,060-67.5% | $4,300-61.8% |
| Admin fee / account holder | $20 | $6,719-99.7% | $8,388-99.8% | $6,925-99.7% |