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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 | $75,891 | $62,672+21.1% | $185,117-59.0% | $70,126+8.2% |
| Participation rate | 66.2% | 63.8%+2.4pp | 77.3%-11.0pp | 69.5%-3.3pp |
| Annual return | 24.55% | 40.79%-16.2pp | 40.50%-15.9pp | 73.15%-48.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,387 | $3,272+95.2% | $5,045+26.6% | $3,332+91.7% |
| Admin fee / account holder | $250 | $3,932-93.6% | $8,159-96.9% | $4,645-94.6% |