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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 | $62,646 | $117,846-46.8% | $102,434-38.8% | $145,884-57.1% |
| Participation rate | 27.8% | 78.6%-50.8pp | 76.5%-48.7pp | 80.3%-52.5pp |
| Annual return | 9.35% | 31.90%-22.5pp | 29.46%-20.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $699 | $3,615-80.7% | $3,023-76.9% | $4,662-85.0% |
| Participant deferral / active EE | $1,920 | $5,733-66.5% | $5,055-62.0% | $6,690-71.3% |
| Admin fee / account holder | $67 | $13,356-99.5% | $9,462-99.3% | $13,392-99.5% |