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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 | $64,748 | $58,493+10.7% | $84,023-22.9% | $72,976-11.3% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 30.34% | 28.93%+1.4pp | 71.32%-41.0pp | 81.02%-50.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,392 | $2,394-41.9% | $3,239-57.0% | $3,608-61.4% |
| Admin fee / account holder | $265 | $4,569-94.2% | $6,102-95.7% | $5,124-94.8% |