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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 | $70,024 | $177,156-60.5% | $147,027-52.4% | $154,746-54.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 11.72% | 21.94%-10.2pp | 20.23%-8.5pp | 172.34%-160.6pp |
| Employer contribution / active EE | $821 | $4,336-81.1% | $3,626-77.4% | $4,379-81.3% |
| Participant deferral / active EE | $3,222 | $5,797-44.4% | $4,933-34.7% | $6,730-52.1% |
| Admin fee / account holder | $263 | $14,904-98.2% | $12,223-97.9% | $14,365-98.2% |