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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 | $149,332 | $78,690+89.8% | $161,489-7.5% | $87,485+70.7% |
| Participation rate | 13.8% | 67.5%-53.7pp | 78.7%-64.9pp | 68.9%-55.1pp |
| Annual return | 20.84% | 32.74%-11.9pp | 89.72%-68.9pp | 26.06%-5.2pp |
| Employer contribution / active EE | $307 | $2,588-88.1% | $4,268-92.8% | $2,596-88.2% |
| Participant deferral / active EE | $1,312 | $3,311-60.4% | $5,630-76.7% | $4,274-69.3% |
| Admin fee / account holder | $62 | $6,724-99.1% | $16,006-99.6% | $7,775-99.2% |