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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 | $50,584 | $48,337+4.6% | $67,560-25.1% | $80,959-37.5% |
| Participation rate | 6.4% | 66.4%-60.0pp | 72.9%-66.5pp | 67.7%-61.3pp |
| Annual return | 17.60% | 18.26%-0.7pp | 3533.50%-3515.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $265 | $2,023-86.9% | $2,737-90.3% | $2,757-90.4% |
| Participant deferral / active EE | $803 | $2,928-72.6% | $4,004-79.9% | $4,300-81.3% |
| Admin fee / account holder | $198 | $3,695-94.6% | $3,994-95.0% | $6,925-97.1% |