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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 | $48,170 | $138,312-65.2% | $122,979-60.8% | $155,188-69.0% |
| Participation rate | 41.2% | 80.2%-39.0pp | 77.2%-36.0pp | 80.8%-39.6pp |
| Annual return | 18.03% | 22.06%-4.0pp | 20.12%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $664 | $3,530-81.2% | $3,062-78.3% | $4,248-84.4% |
| Participant deferral / active EE | $2,005 | $5,592-64.1% | $5,003-59.9% | $6,531-69.3% |
| Admin fee / account holder | $281 | $15,089-98.1% | $12,864-97.8% | $14,480-98.1% |