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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 | $139,395 | $57,057+144.3% | $85,009+64.0% | $80,874+72.4% |
| Participation rate | 12.0% | 56.4%-44.4pp | 67.5%-55.5pp | 67.6%-55.6pp |
| Annual return | 17.33% | 21.66%-4.3pp | 66.47%-49.1pp | 35.62%-18.3pp |
| Employer contribution / active EE | $238 | $1,799-86.8% | $2,728-91.3% | $2,756-91.4% |
| Participant deferral / active EE | $1,294 | $3,112-58.4% | $4,522-71.4% | $4,297-69.9% |
| Admin fee / account holder | $228 | $4,986-95.4% | $6,153-96.3% | $6,935-96.7% |