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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 | $70,594 | $81,208-13.1% | $98,920-28.6% | $79,852-11.6% |
| Participation rate | 52.3% | 72.5%-20.2pp | 76.0%-23.8pp | 69.6%-17.4pp |
| Annual return | 13.70% | 60.99%-47.3pp | 196.47%-182.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $355 | $1,960-81.9% | $2,689-86.8% | $2,471-85.6% |
| Participant deferral / active EE | $1,834 | $3,265-43.8% | $4,245-56.8% | $3,740-51.0% |
| Admin fee / account holder | $290 | $6,013-95.2% | $6,643-95.6% | $5,306-94.5% |