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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 | $64,320 | $177,156-63.7% | $147,027-56.3% | $154,746-58.4% |
| Participation rate | 37.5% | 79.4%-41.9pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 20.56% | 21.94%-1.4pp | 20.23%+0.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $55 | $4,336-98.7% | $3,626-98.5% | $4,379-98.8% |
| Participant deferral / active EE | $3,740 | $5,797-35.5% | $4,933-24.2% | $6,730-44.4% |
| Admin fee / account holder | $238 | $14,904-98.4% | $12,223-98.1% | $14,365-98.3% |