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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 | $99,481 | $56,894+74.9% | $84,753+17.4% | $62,881+58.2% |
| Participation rate | 17.6% | 68.5%-50.9pp | 76.6%-58.9pp | 69.3%-51.7pp |
| Annual return | 7.66% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $181 | $2,400-92.4% | $3,574-94.9% | $2,281-92.0% |
| Participant deferral / active EE | $1,470 | $2,709-45.7% | $3,712-60.4% | $3,203-54.1% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |