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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 | $45,149 | $70,486-35.9% | $100,528-55.1% | $79,852-43.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 79.4%-12.8pp | 69.6%-3.0pp |
| Annual return | 23.25% | 21.90%+1.3pp | 30.90%-7.7pp | 31.72%-8.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,841 | $5,182-25.9% | $6,271-38.8% | $3,740+2.7% |
| Admin fee / account holder | $211 | $4,480-95.3% | $8,084-97.4% | $5,306-96.0% |