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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 | $47,927 | $45,123+6.2% | $85,240-43.8% | $74,478-35.6% |
| Participation rate | 9.0% | 49.4%-40.4pp | 67.5%-58.6pp | 67.2%-58.2pp |
| Annual return | 13.30% | 26.32%-13.0pp | 66.75%-53.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $196 | $1,459-86.6% | $2,735-92.8% | $2,626-92.5% |
| Participant deferral / active EE | $726 | $2,736-73.5% | $4,527-84.0% | $4,350-83.3% |
| Admin fee / account holder | $121 | $2,215-94.5% | $6,165-98.0% | $1,946-93.8% |