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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 | $126,668 | $76,551+65.5% | $123,894+2.2% | $62,881+101.4% |
| Participation rate | 37.5% | 73.0%-35.5pp | 81.4%-43.9pp | 69.3%-31.8pp |
| Annual return | 11.76% | 18.68%-6.9pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $16 | $2,882-99.5% | $4,617-99.7% | $2,281-99.3% |
| Participant deferral / active EE | $3,671 | $4,840-24.2% | $5,984-38.7% | $3,203+14.6% |
| Admin fee / account holder | $60 | $4,826-98.8% | $8,357-99.3% | $4,296-98.6% |