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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 | $63,587 | $60,442+5.2% | $96,754-34.3% | $87,485-27.3% |
| Participation rate | 6.9% | 58.7%-51.8pp | 70.3%-63.4pp | 68.9%-62.0pp |
| Annual return | 24.42% | 21.97%+2.5pp | 82.04%-57.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $177 | $1,691-89.5% | $2,679-93.4% | $2,596-93.2% |
| Participant deferral / active EE | $1,290 | $3,280-60.7% | $4,758-72.9% | $4,274-69.8% |
| Admin fee / account holder | $0 | $5,069-100.0% | $8,905-100.0% | $7,775-100.0% |