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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 | $31,248 | $106,749-70.7% | $145,433-78.5% | $82,448-62.1% |
| Participation rate | 25.9% | 75.6%-49.7pp | 82.1%-56.2pp | 68.1%-42.1pp |
| Annual return | 55.04% | 27.59%+27.4pp | 66.58%-11.5pp | 41.64%+13.4pp |
| Employer contribution / active EE | $672 | $3,444-80.5% | $4,554-85.3% | $2,551-73.7% |
| Participant deferral / active EE | $3,610 | $6,519-44.6% | $7,897-54.3% | $4,139-12.8% |
| Admin fee / account holder | $68 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |