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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 | $54,940 | $58,851-6.6% | $115,170-52.3% | $72,975-24.7% |
| Participation rate | 65.4% | 65.5%-0.2pp | 75.9%-10.5pp | 69.5%-4.1pp |
| Annual return | 17.19% | 23.16%-6.0pp | 35.60%-18.4pp | 81.01%-63.8pp |
| Employer contribution / active EE | $366 | $1,798-79.6% | $3,179-88.5% | $2,440-85.0% |
| Participant deferral / active EE | $1,465 | $2,643-44.5% | $4,169-64.8% | $3,608-59.4% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |