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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 | $35,141 | $46,534-24.5% | $64,097-45.2% | $75,177-53.3% |
| Participation rate | 8.2% | 65.9%-57.7pp | 72.3%-64.1pp | 67.2%-59.0pp |
| Annual return | 26.52% | 26.07%+0.5pp | 33.75%-7.2pp | 160.75%-134.2pp |
| Employer contribution / active EE | $297 | $1,976-85.0% | $2,750-89.2% | $2,671-88.9% |
| Participant deferral / active EE | $957 | $2,835-66.2% | $3,881-75.3% | $4,126-76.8% |
| Admin fee / account holder | $127 | $2,957-95.7% | $3,070-95.9% | $5,651-97.8% |