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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 | $47,767 | $93,064-48.7% | $74,577-35.9% | $273,972-82.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 28.09% | 26.18%+1.9pp | 20.47%+7.6pp | 41.46%-13.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,310 | $4,160+51.7% | $3,458+82.5% | $5,287+19.3% |
| Admin fee / account holder | $218 | $5,273-95.9% | $4,138-94.7% | $10,133-97.9% |