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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 | $32,568 | $149,679-78.2% | $117,039-72.2% | $147,586-77.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 20.55% | 19.31%+1.2pp | 18.95%+1.6pp | 578.59%-558.0pp |
| Employer contribution / active EE | $706 | $4,937-85.7% | $3,785-81.3% | $4,876-85.5% |
| Participant deferral / active EE | $1,305 | $4,912-73.4% | $3,929-66.8% | $5,439-76.0% |
| Admin fee / account holder | $195 | $7,856-97.5% | $5,974-96.7% | $10,886-98.2% |