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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 | $103,909 | $99,345+4.6% | $84,753+22.6% | $273,972-62.1% |
| Participation rate | 31.3% | 80.7%-49.4pp | 76.6%-45.3pp | 83.0%-51.8pp |
| Annual return | 8.72% | 22.93%-14.2pp | 22.78%-14.1pp | 41.46%-32.7pp |
| Employer contribution / active EE | $583 | $4,214-86.2% | $3,574-83.7% | $4,869-88.0% |
| Participant deferral / active EE | $2,157 | $4,270-49.5% | $3,712-41.9% | $5,287-59.2% |
| Admin fee / account holder | $284 | $6,645-95.7% | $5,333-94.7% | $10,133-97.2% |