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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 | $45,756 | $87,166-47.5% | $76,735-40.4% | $137,256-66.7% |
| Participation rate | 42.1% | 74.4%-32.2pp | 69.5%-27.4pp | 80.0%-37.9pp |
| Annual return | 17.28% | 26.50%-9.2pp | 29.77%-12.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $448 | $2,904-84.6% | $2,454-81.8% | $4,156-89.2% |
| Participant deferral / active EE | $2,704 | $4,726-42.8% | $4,088-33.9% | $6,407-57.8% |
| Admin fee / account holder | $180 | $8,403-97.9% | $7,189-97.5% | $12,270-98.5% |