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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 | $23,489 | $46,877-49.9% | $122,354-80.8% | $70,126-66.5% |
| Participation rate | 24.4% | 58.2%-33.8pp | 71.6%-47.2pp | 69.5%-45.1pp |
| Annual return | 22.84% | 24.22%-1.4pp | 30.28%-7.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $222 | $1,288-82.8% | $4,051-94.5% | $2,343-90.5% |
| Participant deferral / active EE | $2,126 | $2,167-1.9% | $3,287-35.3% | $3,332-36.2% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |