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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 | $74,577 | $89,364-16.5% | $141,177-47.2% | $72,983+2.2% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 29.20% | 111.86%-82.7pp | 71.40%-42.2pp | 81.01%-51.8pp |
| Employer contribution / active EE | $346 | $3,115-88.9% | $4,736-92.7% | $2,440-85.8% |
| Participant deferral / active EE | $3,261 | $5,419-39.8% | $6,710-51.4% | $3,608-9.6% |
| Admin fee / account holder | $129 | $5,959-97.8% | $10,263-98.7% | $5,124-97.5% |