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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 | $56,207 | $77,472-27.4% | $100,415-44.0% | $80,959-30.6% |
| Participation rate | 55.2% | 76.9%-21.8pp | 81.5%-26.3pp | 67.7%-12.5pp |
| Annual return | 19.17% | 37.26%-18.1pp | 49.47%-30.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $245 | $2,800-91.3% | $3,943-93.8% | $2,757-91.1% |
| Participant deferral / active EE | $7,135 | $6,818+4.6% | $8,091-11.8% | $4,300+65.9% |
| Admin fee / account holder | $82 | $5,885-98.6% | $7,906-99.0% | $6,925-98.8% |