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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 | $89,237 | $81,233+9.9% | $155,567-42.6% | $80,874+10.3% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.3pp |
| Annual return | 22.55% | 33.33%-10.8pp | 64.74%-42.2pp | 35.62%-13.1pp |
| Employer contribution / active EE | $332 | $3,101-89.3% | $4,674-92.9% | $2,756-88.0% |
| Participant deferral / active EE | $2,171 | $3,452-37.1% | $5,628-61.4% | $4,297-49.5% |
| Admin fee / account holder | $47 | $7,998-99.4% | $15,916-99.7% | $6,935-99.3% |