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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 | $88,731 | $81,504+8.9% | $102,437-13.4% | $80,959+9.6% |
| Participation rate | 38.5% | 66.9%-28.4pp | 74.5%-36.0pp | 67.7%-29.2pp |
| Annual return | 12.94% | 25.60%-12.7pp | 24.95%-12.0pp | 35.67%-22.7pp |
| Employer contribution / active EE | $228 | $3,104-92.6% | $3,871-94.1% | $2,757-91.7% |
| Participant deferral / active EE | $2,620 | $3,871-32.3% | $5,060-48.2% | $4,300-39.1% |
| Admin fee / account holder | $147 | $6,719-97.8% | $8,388-98.2% | $6,925-97.9% |