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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 | $81,623 | $77,896+4.8% | $134,172-39.2% | $82,448-1.0% |
| Participation rate | 10.0% | 62.8%-52.8pp | 72.5%-62.5pp | 68.1%-58.1pp |
| Annual return | 15.87% | 18.21%-2.3pp | 25.30%-9.4pp | 41.64%-25.8pp |
| Employer contribution / active EE | $180 | $2,159-91.7% | $3,420-94.7% | $2,551-93.0% |
| Participant deferral / active EE | $1,115 | $3,162-64.7% | $4,690-76.2% | $4,139-73.1% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |