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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 | $34,162 | $101,778-66.4% | $164,975-79.3% | $80,925-57.8% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 17.19% | 16.73%+0.5pp | 70.12%-52.9pp | 35.65%-18.5pp |
| Employer contribution / active EE | $701 | $2,954-76.3% | $4,343-83.8% | $2,756-74.6% |
| Participant deferral / active EE | $2,327 | $4,477-48.0% | $6,033-61.4% | $4,299-45.9% |
| Admin fee / account holder | $174 | $8,221-97.9% | $12,688-98.6% | $6,940-97.5% |