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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 | $74,495 | $90,400-17.6% | $186,193-60.0% | $87,485-14.8% |
| Participation rate | 40.0% | 66.2%-26.2pp | 77.1%-37.1pp | 68.9%-28.9pp |
| Annual return | 13.49% | 22.15%-8.7pp | 78.03%-64.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $229 | $2,170-89.5% | $3,918-94.2% | $2,596-91.2% |
| Participant deferral / active EE | $1,933 | $4,330-55.3% | $6,513-70.3% | $4,274-54.8% |
| Admin fee / account holder | $241 | $8,673-97.2% | $11,058-97.8% | $7,775-96.9% |