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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 | $109,530 | $67,411+62.5% | $91,004+20.4% | $70,124+56.2% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 22.02% | -40.16%+62.2pp | 4.60%+17.4pp | 73.14%-51.1pp |
| Employer contribution / active EE | $151 | $1,786-91.6% | $2,456-93.9% | $2,342-93.6% |
| Participant deferral / active EE | $2,156 | $2,823-23.6% | $3,548-39.2% | $3,332-35.3% |
| Admin fee / account holder | $40 | $4,236-99.1% | $5,417-99.3% | $4,645-99.1% |