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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 | $66,084 | $117,846-43.9% | $102,434-35.5% | $145,884-54.7% |
| Participation rate | 54.2% | 78.6%-24.5pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 15.32% | 31.90%-16.6pp | 29.46%-14.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $378 | $3,615-89.5% | $3,023-87.5% | $4,662-91.9% |
| Participant deferral / active EE | $2,153 | $5,733-62.4% | $5,055-57.4% | $6,690-67.8% |
| Admin fee / account holder | $48 | $13,356-99.6% | $9,462-99.5% | $13,392-99.6% |