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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 | $54,987 | $88,672-38.0% | $105,223-47.7% | $82,448-33.3% |
| Participation rate | 29.0% | 67.9%-38.9pp | 75.0%-46.0pp | 68.1%-39.0pp |
| Annual return | 20.32% | 30.86%-10.5pp | 180.65%-160.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $613 | $3,048-79.9% | $3,689-83.4% | $2,551-76.0% |
| Participant deferral / active EE | $2,009 | $4,036-50.2% | $5,072-60.4% | $4,139-51.5% |
| Admin fee / account holder | $252 | $7,146-96.5% | $8,859-97.2% | $7,234-96.5% |