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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 | $19,728 | $52,279-62.3% | $89,435-77.9% | $79,856-75.3% |
| Participation rate | 63.6% | 57.5%+6.1pp | 68.0%-4.3pp | 69.6%-6.0pp |
| Annual return | 26.21% | 22.16%+4.0pp | 245.55%-219.3pp | 31.71%-5.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,360 | $2,740-50.4% | $3,890-65.0% | $3,741-63.6% |
| Admin fee / account holder | $227 | $3,356-93.2% | $4,884-95.4% | $5,306-95.7% |