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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 | $74,004 | $88,672-16.5% | $105,223-29.7% | $82,448-10.2% |
| Participation rate | 34.3% | 67.9%-33.6pp | 75.0%-40.8pp | 68.1%-33.8pp |
| Annual return | 19.39% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $531 | $3,048-82.6% | $3,689-85.6% | $2,551-79.2% |
| Participant deferral / active EE | $1,986 | $4,036-50.8% | $5,072-60.8% | $4,139-52.0% |
| Admin fee / account holder | $151 | $7,146-97.9% | $8,859-98.3% | $7,234-97.9% |