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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 | $44,770 | $115,225-61.1% | $100,712-55.5% | $138,895-67.8% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 17.70% | 40.35%-22.7pp | 33.27%-15.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $417 | $2,771-84.9% | $2,313-82.0% | $4,194-90.1% |
| Participant deferral / active EE | $1,645 | $4,699-65.0% | $4,085-59.7% | $6,396-74.3% |
| Admin fee / account holder | $254 | $10,844-97.7% | $9,256-97.3% | $12,562-98.0% |