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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 | $62,841 | $54,541+15.2% | $78,778-20.2% | $70,126-10.4% |
| Participation rate | 27.8% | 60.8%-33.0pp | 69.2%-41.4pp | 69.5%-41.8pp |
| Annual return | 23.51% | 21.07%+2.4pp | 35.62%-12.1pp | 73.15%-49.6pp |
| Employer contribution / active EE | $82 | $1,089-92.5% | $1,986-95.9% | $2,343-96.5% |
| Participant deferral / active EE | $1,058 | $2,210-52.1% | $2,958-64.3% | $3,332-68.3% |
| Admin fee / account holder | $208 | $3,709-94.4% | $5,134-96.0% | $4,645-95.5% |