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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 | $82,802 | $94,439-12.3% | $73,658+12.4% | $154,746-46.5% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 11.63% | 28.25%-16.6pp | 29.72%-18.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,745 | $2,527+87.8% | $2,062+130.1% | $6,730-29.5% |
| Admin fee / account holder | $40 | $3,843-99.0% | $3,357-98.8% | $14,365-99.7% |