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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 | $54,742 | $54,541+0.4% | $78,778-30.5% | $70,126-21.9% |
| Participation rate | 62.5% | 60.8%+1.7pp | 69.2%-6.7pp | 69.5%-7.0pp |
| Annual return | 14.84% | 21.07%-6.2pp | 35.62%-20.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2 | $1,089-99.9% | $1,986-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $2,488 | $2,210+12.6% | $2,958-15.9% | $3,332-25.3% |
| Admin fee / account holder | $292 | $3,709-92.1% | $5,134-94.3% | $4,645-93.7% |