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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 | $56,858 | $126,661-55.1% | $113,397-49.9% | $138,895-59.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 17.14% | 25.05%-7.9pp | 23.20%-6.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $764 | $3,456-77.9% | $2,977-74.3% | $4,194-81.8% |
| Participant deferral / active EE | $2,347 | $5,693-58.8% | $5,076-53.8% | $6,396-63.3% |
| Admin fee / account holder | $206 | $14,549-98.6% | $11,957-98.3% | $12,562-98.4% |