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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 | $85,448 | $98,240-13.0% | $82,312+3.8% | $147,586-42.1% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 17.90% | 30.85%-13.0pp | 25.88%-8.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $391 | $3,192-87.7% | $2,428-83.9% | $4,876-92.0% |
| Participant deferral / active EE | $1,747 | $4,383-60.1% | $3,706-52.9% | $5,439-67.9% |
| Admin fee / account holder | $74 | $8,563-99.1% | $5,608-98.7% | $10,886-99.3% |