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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 | $78,123 | $73,955+5.6% | $96,520-19.1% | $75,181+3.9% |
| Participation rate | 19.4% | 66.4%-47.1pp | 74.3%-55.0pp | 67.2%-47.8pp |
| Annual return | 18.65% | 26.72%-8.1pp | 35.72%-17.1pp | 160.69%-142.0pp |
| Employer contribution / active EE | $571 | $2,930-80.5% | $3,739-84.7% | $2,671-78.6% |
| Participant deferral / active EE | $2,808 | $3,659-23.3% | $4,879-42.4% | $4,126-31.9% |
| Admin fee / account holder | $39 | $5,217-99.2% | $6,733-99.4% | $5,650-99.3% |