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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 | $96,235 | $126,661-24.0% | $113,397-15.1% | $138,895-30.7% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.5%-51.5pp | 79.9%-54.9pp |
| Annual return | 15.55% | 25.05%-9.5pp | 23.20%-7.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $330 | $3,456-90.5% | $2,977-88.9% | $4,194-92.1% |
| Participant deferral / active EE | $5,875 | $5,693+3.2% | $5,076+15.7% | $6,396-8.1% |
| Admin fee / account holder | $254 | $14,549-98.3% | $11,957-97.9% | $12,562-98.0% |