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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 | $95,790 | $93,345+2.6% | $119,126-19.6% | $87,485+9.5% |
| Participation rate | 20.8% | 68.7%-48.0pp | 75.8%-55.0pp | 68.9%-48.2pp |
| Annual return | 18.10% | 19.08%-1.0pp | 282.11%-264.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $752 | $3,172-76.3% | $4,034-81.3% | $2,596-71.0% |
| Participant deferral / active EE | $2,342 | $4,099-42.9% | $5,318-56.0% | $4,274-45.2% |
| Admin fee / account holder | $106 | $8,039-98.7% | $10,693-99.0% | $7,775-98.6% |