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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 | $22,024 | $57,976-62.0% | $63,018-65.1% | $62,293-64.6% |
| Participation rate | 62.1% | 75.9%-13.8pp | 74.8%-12.7pp | 69.5%-7.4pp |
| Annual return | 19.22% | 17.54%+1.7pp | 87.62%-68.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $640 | $2,415-73.5% | $2,761-76.8% | $2,042-68.7% |
| Participant deferral / active EE | $1,479 | $2,956-50.0% | $3,330-55.6% | $3,169-53.3% |
| Admin fee / account holder | $288 | $276+4.3% | $3,601-92.0% | $479-40.0% |