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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 | $92,487 | $58,587+57.9% | $83,322+11.0% | $64,173+44.1% |
| Participation rate | 32.7% | 72.0%-39.3pp | 77.8%-45.0pp | 69.6%-36.8pp |
| Annual return | -7.44% | 9.65%-17.1pp | 10.64%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $146 | $2,098-93.1% | $3,379-95.7% | $2,381-93.9% |
| Participant deferral / active EE | $4,317 | $4,654-7.2% | $5,565-22.4% | $3,470+24.4% |
| Admin fee / account holder | $13 | $9,279-99.9% | $7,540-99.8% | $4,887-99.7% |