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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 | $42,915 | $123,000-65.1% | $105,582-59.4% | $198,609-78.4% |
| Participation rate | 60.0% | 76.8%-16.8pp | 71.8%-11.8pp | 82.4%-22.4pp |
| Annual return | 16.51% | 18.31%-1.8pp | 18.61%-2.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $380 | $3,582-89.4% | $2,984-87.3% | $5,055-92.5% |
| Participant deferral / active EE | $3,721 | $5,013-25.8% | $4,353-14.5% | $6,977-46.7% |
| Admin fee / account holder | $276 | $16,254-98.3% | $12,856-97.9% | $19,030-98.5% |