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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 | $56,898 | $73,787-22.9% | $98,716-42.4% | $82,448-31.0% |
| Participation rate | 31.9% | 61.4%-29.5pp | 69.3%-37.4pp | 68.1%-36.2pp |
| Annual return | 14.38% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $198 | $1,511-86.9% | $2,279-91.3% | $2,551-92.2% |
| Participant deferral / active EE | $1,625 | $3,081-47.2% | $4,048-59.8% | $4,139-60.7% |
| Admin fee / account holder | $173 | $6,500-97.3% | $8,703-98.0% | $7,234-97.6% |