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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 | $29,914 | $46,877-36.2% | $122,354-75.6% | $70,126-57.3% |
| Participation rate | 46.7% | 58.2%-11.5pp | 71.6%-25.0pp | 69.5%-22.9pp |
| Annual return | 17.09% | 24.22%-7.1pp | 30.28%-13.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $156 | $1,288-87.9% | $4,051-96.1% | $2,343-93.3% |
| Participant deferral / active EE | $1,721 | $2,167-20.6% | $3,287-47.6% | $3,332-48.3% |
| Admin fee / account holder | $6 | $3,324-99.8% | $5,479-99.9% | $4,645-99.9% |