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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 | $42,288 | $49,025-13.7% | $87,502-51.7% | $62,881-32.7% |
| Participation rate | 5.6% | 64.9%-59.3pp | 73.8%-68.3pp | 69.3%-63.7pp |
| Annual return | 21.71% | 10.02%+11.7pp | 12.21%+9.5pp | 20.14%+1.6pp |
| Employer contribution / active EE | $119 | $1,372-91.3% | $2,550-95.3% | $2,281-94.8% |
| Participant deferral / active EE | $1,011 | $2,289-55.8% | $3,149-67.9% | $3,203-68.4% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |