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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 | $56,393 | $50,554+11.5% | $67,681-16.7% | $87,485-35.5% |
| Participation rate | 45.7% | 67.7%-22.0pp | 73.7%-28.0pp | 68.9%-23.3pp |
| Annual return | 19.86% | 17.81%+2.0pp | 590.58%-570.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $249 | $1,988-87.5% | $2,678-90.7% | $2,596-90.4% |
| Participant deferral / active EE | $3,552 | $2,961+19.9% | $3,976-10.7% | $4,274-16.9% |
| Admin fee / account holder | $244 | $4,132-94.1% | $6,100-96.0% | $7,775-96.9% |