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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 | $49,766 | $114,712-56.6% | $173,730-71.4% | $87,485-43.1% |
| Participation rate | 24.1% | 73.0%-48.9pp | 79.6%-55.4pp | 68.9%-44.8pp |
| Annual return | 24.39% | 20.18%+4.2pp | 19.96%+4.4pp | 26.06%-1.7pp |
| Employer contribution / active EE | $723 | $2,904-75.1% | $4,577-84.2% | $2,596-72.2% |
| Participant deferral / active EE | $2,394 | $4,642-48.4% | $6,326-62.2% | $4,274-44.0% |
| Admin fee / account holder | $0 | $10,210-100.0% | $17,523-100.0% | $7,775-100.0% |