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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 | $91,372 | $95,453-4.3% | $112,040-18.4% | $82,448+10.8% |
| Participation rate | 43.8% | 72.8%-29.0pp | 76.5%-32.7pp | 68.1%-24.3pp |
| Annual return | 16.92% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $316 | $2,318-86.3% | $2,954-89.3% | $2,551-87.6% |
| Participant deferral / active EE | $2,607 | $4,224-38.3% | $5,098-48.9% | $4,139-37.0% |
| Admin fee / account holder | $219 | $9,013-97.6% | $12,098-98.2% | $7,234-97.0% |