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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 | $113,485 | $117,859-3.7% | $102,438+10.8% | $145,959-22.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 13.54% | 31.72%-18.2pp | 29.37%-15.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $804 | $3,615-77.8% | $3,024-73.4% | $4,661-82.7% |
| Participant deferral / active EE | $2,008 | $5,732-65.0% | $5,054-60.3% | $6,689-70.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |