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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 | $40,182 | $75,541-46.8% | $152,093-73.6% | $82,637-51.4% |
| Participation rate | 51.7% | 66.5%-14.8pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 17.32% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $247 | $2,622-90.6% | $4,175-94.1% | $2,552-90.3% |
| Participant deferral / active EE | $4,565 | $3,206+42.4% | $5,451-16.3% | $4,126+10.6% |
| Admin fee / account holder | $4 | $6,405-99.9% | $14,497-100.0% | $7,339-99.9% |