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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 | $113,419 | $81,331+39.5% | $155,534-27.1% | $80,935+40.1% |
| Participation rate | 7.1% | 66.3%-59.1pp | 78.2%-71.1pp | 67.7%-60.5pp |
| Annual return | 15.69% | 33.37%-17.7pp | 64.92%-49.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $297 | $3,105-90.4% | $4,675-93.6% | $2,757-89.2% |
| Participant deferral / active EE | $1,643 | $3,454-52.4% | $5,630-70.8% | $4,299-61.8% |
| Admin fee / account holder | $254 | $7,999-96.8% | $15,900-98.4% | $6,924-96.3% |