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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 | $67,667 | $101,302-33.2% | $149,600-54.8% | $82,637-18.1% |
| Participation rate | 18.0% | 72.5%-54.5pp | 77.2%-59.1pp | 68.1%-50.0pp |
| Annual return | 19.14% | 21.39%-2.3pp | 129.59%-110.5pp | 53.51%-34.4pp |
| Employer contribution / active EE | $424 | $3,099-86.3% | $4,193-89.9% | $2,552-83.4% |
| Participant deferral / active EE | $2,460 | $5,589-56.0% | $7,203-65.8% | $4,126-40.4% |
| Admin fee / account holder | $123 | $8,449-98.5% | $13,963-99.1% | $7,339-98.3% |