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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 | $36,131 | $95,404-62.1% | $113,397-68.1% | $82,637-56.3% |
| Participation rate | 46.4% | 72.8%-26.4pp | 76.5%-30.1pp | 68.1%-21.6pp |
| Annual return | 22.88% | 19.08%+3.8pp | 23.20%-0.3pp | 53.51%-30.6pp |
| Employer contribution / active EE | $286 | $2,307-87.6% | $2,977-90.4% | $2,552-88.8% |
| Participant deferral / active EE | $2,121 | $4,220-49.7% | $5,076-58.2% | $4,126-48.6% |
| Admin fee / account holder | $217 | $9,168-97.6% | $11,957-98.2% | $7,339-97.0% |