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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 | $95,079 | $65,364+45.5% | $92,909+2.3% | $72,975+30.3% |
| Participation rate | 14.8% | 68.3%-53.5pp | 76.0%-61.2pp | 69.5%-54.7pp |
| Annual return | 19.35% | 42.11%-22.8pp | 109.44%-90.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $275 | $2,594-89.4% | $3,653-92.5% | $2,440-88.7% |
| Participant deferral / active EE | $1,785 | $3,128-42.9% | $4,238-57.9% | $3,608-50.5% |
| Admin fee / account holder | $125 | $4,251-97.1% | $5,795-97.8% | $5,124-97.6% |