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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 | $88,996-11.3% | $78,004+1.2% | $138,895-43.2% |
| Participation rate | 20.8% | 74.4%-53.5pp | 69.4%-48.6pp | 79.9%-59.1pp |
| Annual return | 19.48% | 28.03%-8.6pp | 31.07%-11.6pp | 145.39%-125.9pp |
| Employer contribution / active EE | $482 | $2,917-83.5% | $2,469-80.5% | $4,194-88.5% |
| Participant deferral / active EE | $1,529 | $4,724-67.6% | $4,092-62.6% | $6,396-76.1% |
| Admin fee / account holder | $19 | $8,807-99.8% | $7,578-99.8% | $12,562-99.9% |