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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 | $56,898 | $76,834-25.9% | $108,359-47.5% | $87,485-35.0% |
| Participation rate | 31.9% | 61.7%-29.8pp | 70.1%-38.2pp | 68.9%-37.0pp |
| Annual return | 14.38% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $198 | $1,556-87.3% | $2,399-91.7% | $2,596-92.4% |
| Participant deferral / active EE | $1,625 | $3,100-47.6% | $4,137-60.7% | $4,274-62.0% |
| Admin fee / account holder | $173 | $6,537-97.3% | $9,741-98.2% | $7,775-97.8% |