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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 | $96,468 | $96,731-0.3% | $123,973-22.2% | $86,983+10.9% |
| Participation rate | 50.0% | 70.0%-20.0pp | 76.7%-26.7pp | 69.5%-19.5pp |
| Annual return | 18.13% | 17.33%+0.8pp | 388.13%-370.0pp | 25.83%-7.7pp |
| Employer contribution / active EE | $434 | $3,297-86.8% | $4,126-89.5% | $2,584-83.2% |
| Participant deferral / active EE | $3,160 | $4,152-23.9% | $5,247-39.8% | $4,194-24.6% |
| Admin fee / account holder | $294 | $8,722-96.6% | $11,799-97.5% | $7,856-96.3% |