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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 | $70,563 | $89,259-20.9% | $107,187-34.2% | $82,637-14.6% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 12.86% | 21.02%-8.2pp | 204.55%-191.7pp | 53.51%-40.7pp |
| Employer contribution / active EE | $396 | $3,080-87.1% | $3,782-89.5% | $2,552-84.5% |
| Participant deferral / active EE | $2,319 | $4,037-42.6% | $5,096-54.5% | $4,126-43.8% |
| Admin fee / account holder | $185 | $7,381-97.5% | $9,162-98.0% | $7,339-97.5% |