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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 | $64,512 | $49,791+29.6% | $78,210-17.5% | $70,126-8.0% |
| Participation rate | 44.4% | 62.3%-17.9pp | 68.7%-24.3pp | 69.5%-25.1pp |
| Annual return | 22.64% | 20.75%+1.9pp | 40.90%-18.3pp | 73.15%-50.5pp |
| Employer contribution / active EE | $167 | $1,430-88.3% | $2,034-91.8% | $2,343-92.9% |
| Participant deferral / active EE | $1,437 | $2,150-33.2% | $2,823-49.1% | $3,332-56.9% |
| Admin fee / account holder | $123 | $3,181-96.1% | $3,758-96.7% | $4,645-97.3% |