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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 | $50,673 | $87,546-42.1% | $75,784-33.1% | $125,389-59.6% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | 1.43% | 13.49%-12.1pp | 9.68%-8.2pp | 282.24%-280.8pp |
| Employer contribution / active EE | $503 | $3,930-87.2% | $3,323-84.9% | $4,866-89.7% |
| Participant deferral / active EE | $2,041 | $4,230-51.8% | $3,652-44.1% | $5,352-61.9% |
| Admin fee / account holder | $17 | $6,503-99.7% | $5,300-99.7% | $9,541-99.8% |