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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 | $51,327 | $100,003-48.7% | $146,685-65.0% | $85,856-40.2% |
| Participation rate | 62.5% | 73.1%-10.6pp | 80.1%-17.6pp | 69.3%-6.8pp |
| Annual return | 12.58% | 18.93%-6.3pp | 22.75%-10.2pp | 318.58%-306.0pp |
| Employer contribution / active EE | $619 | $2,559-75.8% | $4,137-85.0% | $2,565-75.9% |
| Participant deferral / active EE | $3,205 | $4,006-20.0% | $5,507-41.8% | $3,952-18.9% |
| Admin fee / account holder | $172 | $7,704-97.8% | $10,281-98.3% | $6,261-97.3% |