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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 | $45,758 | $83,485-45.2% | $125,195-63.5% | $72,976-37.3% |
| Participation rate | 55.2% | 73.3%-18.1pp | 79.8%-24.6pp | 69.5%-14.3pp |
| Annual return | 22.68% | 25.77%-3.1pp | 43.79%-21.1pp | 81.02%-58.3pp |
| Employer contribution / active EE | $461 | $2,346-80.3% | $3,866-88.1% | $2,440-81.1% |
| Participant deferral / active EE | $2,907 | $3,586-18.9% | $4,937-41.1% | $3,608-19.4% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |