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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 | $104,733 | $117,846-11.1% | $102,434+2.2% | $145,884-28.2% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 21.45% | 31.90%-10.4pp | 29.46%-8.0pp | 551.85%-530.4pp |
| Employer contribution / active EE | $589 | $3,615-83.7% | $3,023-80.5% | $4,662-87.4% |
| Participant deferral / active EE | $2,090 | $5,733-63.5% | $5,055-58.7% | $6,690-68.8% |
| Admin fee / account holder | $117 | $13,356-99.1% | $9,462-98.8% | $13,392-99.1% |