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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 | $64,598 | $91,559-29.4% | $133,971-51.8% | $79,852-19.1% |
| Participation rate | 42.5% | 73.3%-30.8pp | 79.8%-37.3pp | 69.6%-27.1pp |
| Annual return | 14.05% | 61.85%-47.8pp | 45.09%-31.0pp | 31.72%-17.7pp |
| Employer contribution / active EE | $541 | $2,384-77.3% | $3,919-86.2% | $2,471-78.1% |
| Participant deferral / active EE | $2,163 | $3,734-42.1% | $5,047-57.1% | $3,740-42.2% |
| Admin fee / account holder | $150 | $6,321-97.6% | $8,929-98.3% | $5,306-97.2% |