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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 | $101,251 | $43,333+133.7% | $59,883+69.1% | $64,181+57.8% |
| Participation rate | 30.8% | 69.2%-38.4pp | 74.7%-43.9pp | 69.6%-38.8pp |
| Annual return | -0.74% | -1.55%+0.8pp | 3.46%-4.2pp | 7.63%-8.4pp |
| Employer contribution / active EE | $231 | $2,029-88.6% | $2,722-91.5% | $2,381-90.3% |
| Participant deferral / active EE | $1,815 | $2,547-28.7% | $3,402-46.6% | $3,470-47.7% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |