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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 | $88,672-20.4% | $105,223-32.9% | $82,448-14.4% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 12.86% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $396 | $3,048-87.0% | $3,689-89.3% | $2,551-84.5% |
| Participant deferral / active EE | $2,319 | $4,036-42.5% | $5,072-54.3% | $4,139-44.0% |
| Admin fee / account holder | $185 | $7,146-97.4% | $8,859-97.9% | $7,234-97.4% |