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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 | $65,144 | $60,349+7.9% | $74,184-12.2% | $62,881+3.6% |
| Participation rate | 52.0% | 72.7%-20.7pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | 6.94% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $188 | $1,680-88.8% | $2,370-92.1% | $2,281-91.7% |
| Participant deferral / active EE | $2,030 | $2,856-28.9% | $3,550-42.8% | $3,203-36.6% |
| Admin fee / account holder | $13 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |