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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 | $17,305 | $112,729-84.6% | $98,716-82.5% | $137,256-87.4% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.3%-34.3pp | 80.0%-45.0pp |
| Annual return | 21.00% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $446 | $2,725-83.6% | $2,279-80.4% | $4,156-89.3% |
| Participant deferral / active EE | $1,360 | $4,640-70.7% | $4,048-66.4% | $6,407-78.8% |
| Admin fee / account holder | $59 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |