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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 | $124,866 | $138,393-9.8% | $184,256-32.2% | $80,959+54.2% |
| Participation rate | 45.2% | 83.9%-38.7pp | 86.8%-41.7pp | 67.7%-22.5pp |
| Annual return | 11.48% | 20.01%-8.5pp | 28.85%-17.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $381 | $4,847-92.1% | $6,427-94.1% | $2,757-86.2% |
| Participant deferral / active EE | $4,721 | $7,076-33.3% | $9,133-48.3% | $4,300+9.8% |
| Admin fee / account holder | $95 | $10,489-99.1% | $13,899-99.3% | $6,925-98.6% |