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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 | $76,259 | $83,908-9.1% | $68,509+11.3% | $125,389-39.2% |
| Participation rate | 37.5% | 78.2%-40.7pp | 74.7%-37.2pp | 83.2%-45.7pp |
| Annual return | 1.98% | 14.48%-12.5pp | 8.27%-6.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $274 | $3,031-90.9% | $2,278-88.0% | $4,866-94.4% |
| Participant deferral / active EE | $2,033 | $4,125-50.7% | $3,382-39.9% | $5,352-62.0% |
| Admin fee / account holder | $199 | $8,982-97.8% | $5,275-96.2% | $9,541-97.9% |