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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 | $38,282 | $81,504-53.0% | $102,437-62.6% | $80,959-52.7% |
| Participation rate | 41.4% | 66.9%-25.5pp | 74.5%-33.1pp | 67.7%-26.3pp |
| Annual return | 13.98% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $696 | $3,104-77.6% | $3,871-82.0% | $2,757-74.8% |
| Participant deferral / active EE | $1,624 | $3,871-58.0% | $5,060-67.9% | $4,300-62.2% |
| Admin fee / account holder | $145 | $6,719-97.8% | $8,388-98.3% | $6,925-97.9% |