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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 | $62,146 | $86,922-28.5% | $102,438-39.3% | $80,874-23.2% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.6%-6.4pp |
| Annual return | 26.25% | 18.90%+7.3pp | 29.37%-3.1pp | 35.62%-9.4pp |
| Employer contribution / active EE | $382 | $2,369-83.9% | $3,024-87.4% | $2,756-86.1% |
| Participant deferral / active EE | $1,911 | $4,119-53.6% | $5,054-62.2% | $4,297-55.5% |
| Admin fee / account holder | $208 | $8,050-97.4% | $9,448-97.8% | $6,935-97.0% |