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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 | $43,318 | $101,752-57.4% | $164,928-73.7% | $80,911-46.5% |
| Participation rate | 63.2% | 71.8%-8.7pp | 78.6%-15.5pp | 67.6%-4.5pp |
| Annual return | 19.07% | 16.73%+2.3pp | 70.08%-51.0pp | 35.63%-16.6pp |
| Employer contribution / active EE | $475 | $2,953-83.9% | $4,343-89.1% | $2,756-82.8% |
| Participant deferral / active EE | $3,314 | $4,477-26.0% | $6,034-45.1% | $4,297-22.9% |
| Admin fee / account holder | $173 | $8,218-97.9% | $12,684-98.6% | $6,935-97.5% |