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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 | $55,502 | $91,179-39.1% | $178,499-68.9% | $79,852-30.5% |
| Participation rate | 60.7% | 69.2%-8.5pp | 81.9%-21.2pp | 69.6%-8.9pp |
| Annual return | 14.21% | 24.19%-10.0pp | 151.10%-136.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $359 | $3,256-89.0% | $5,011-92.8% | $2,471-85.5% |
| Participant deferral / active EE | $3,096 | $3,236-4.3% | $5,202-40.5% | $3,740-17.2% |
| Admin fee / account holder | $5 | $6,749-99.9% | $13,986-100.0% | $5,306-99.9% |