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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 | $56,393 | $55,457+1.7% | $77,361-27.1% | $94,015-40.0% |
| Participation rate | 45.7% | 69.8%-24.1pp | 75.0%-29.3pp | 70.8%-25.1pp |
| Annual return | 19.86% | 15.57%+4.3pp | 1011.54%-991.7pp | 17.84%+2.0pp |
| Employer contribution / active EE | $249 | $2,255-89.0% | $2,990-91.7% | $2,790-91.1% |
| Participant deferral / active EE | $3,552 | $3,069+15.7% | $3,911-9.2% | $4,249-16.4% |
| Admin fee / account holder | $244 | $4,334-94.4% | $5,894-95.9% | $8,951-97.3% |