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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 | $49,546 | $124,980-60.4% | $108,359-54.3% | $154,746-68.0% |
| Participation rate | 40.9% | 75.2%-34.3pp | 70.1%-29.2pp | 80.7%-39.8pp |
| Annual return | 17.62% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $121 | $2,851-95.8% | $2,399-95.0% | $4,379-97.2% |
| Participant deferral / active EE | $1,409 | $4,743-70.3% | $4,137-65.9% | $6,730-79.1% |
| Admin fee / account holder | $208 | $11,502-98.2% | $9,741-97.9% | $14,365-98.6% |