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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 | $76,092 | $83,485-8.9% | $125,195-39.2% | $72,976+4.3% |
| Participation rate | 37.0% | 73.3%-36.3pp | 79.8%-42.7pp | 69.5%-32.5pp |
| Annual return | 23.70% | 25.77%-2.1pp | 43.79%-20.1pp | 81.02%-57.3pp |
| Employer contribution / active EE | $418 | $2,346-82.2% | $3,866-89.2% | $2,440-82.9% |
| Participant deferral / active EE | $3,037 | $3,586-15.3% | $4,937-38.5% | $3,608-15.8% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |