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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 | $71,110 | $81,476-12.7% | $102,383-30.5% | $80,925-12.1% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.7%-2.1pp |
| Annual return | 14.27% | 25.59%-11.3pp | 24.94%-10.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $370 | $3,105-88.1% | $3,870-90.4% | $2,756-86.6% |
| Participant deferral / active EE | $2,073 | $3,871-46.4% | $5,060-59.0% | $4,299-51.8% |
| Admin fee / account holder | $218 | $6,717-96.8% | $8,391-97.4% | $6,940-96.9% |