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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 | $103,704 | $57,828+79.3% | $117,039-11.4% | $70,126+47.9% |
| Participation rate | 28.9% | 67.1%-38.2pp | 77.2%-48.3pp | 69.5%-40.7pp |
| Annual return | 16.58% | 17.55%-1.0pp | 18.95%-2.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $374 | $1,816-79.4% | $3,785-90.1% | $2,343-84.0% |
| Participant deferral / active EE | $1,070 | $2,438-56.1% | $3,929-72.8% | $3,332-67.9% |
| Admin fee / account holder | $199 | $3,548-94.4% | $5,974-96.7% | $4,645-95.7% |