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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 | $53,408 | $39,132+36.5% | $57,196-6.6% | $62,881-15.1% |
| Participation rate | 41.2% | 70.5%-29.3pp | 75.3%-34.2pp | 69.3%-28.1pp |
| Annual return | 7.45% | 9.24%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $151 | $1,874-92.0% | $2,683-94.4% | $2,281-93.4% |
| Participant deferral / active EE | $1,417 | $2,374-40.3% | $3,096-54.2% | $3,203-55.8% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |