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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 | $76,960 | $67,606+13.8% | $82,313-6.5% | $70,124+9.7% |
| Participation rate | 67.3% | 72.8%-5.4pp | 76.9%-9.5pp | 69.5%-2.2pp |
| Annual return | 22.36% | 21.57%+0.8pp | 25.88%-3.5pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,854 | $2,987+196.4% | $3,706+138.9% | $3,332+165.7% |
| Admin fee / account holder | $64 | $4,512-98.6% | $5,608-98.9% | $4,645-98.6% |