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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 | $78,944 | $87,166-9.4% | $76,735+2.9% | $137,256-42.5% |
| Participation rate | 20.8% | 74.4%-53.5pp | 69.5%-48.7pp | 80.0%-59.1pp |
| Annual return | 19.48% | 26.50%-7.0pp | 29.77%-10.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $482 | $2,904-83.4% | $2,454-80.3% | $4,156-88.4% |
| Participant deferral / active EE | $1,529 | $4,726-67.6% | $4,088-62.6% | $6,407-76.1% |
| Admin fee / account holder | $19 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |