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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 | $41,130 | $71,230-42.3% | $93,727-56.1% | $80,959-49.2% |
| Participation rate | 12.5% | 60.4%-47.9pp | 68.7%-56.2pp | 67.7%-55.2pp |
| Annual return | 14.41% | 11.26%+3.2pp | 133.83%-119.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $202 | $1,565-87.1% | $2,421-91.6% | $2,757-92.7% |
| Participant deferral / active EE | $1,447 | $4,037-64.2% | $4,417-67.2% | $4,300-66.4% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |