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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 | $74,700 | $68,586+8.9% | $120,380-37.9% | $80,911-7.7% |
| Participation rate | 17.9% | 61.6%-43.6pp | 71.9%-54.0pp | 67.6%-49.7pp |
| Annual return | 15.29% | 23.62%-8.3pp | 107.28%-92.0pp | 35.63%-20.3pp |
| Employer contribution / active EE | $346 | $2,053-83.1% | $3,465-90.0% | $2,756-87.4% |
| Participant deferral / active EE | $1,344 | $3,174-57.7% | $4,992-73.1% | $4,297-68.7% |
| Admin fee / account holder | $255 | $5,733-95.6% | $9,421-97.3% | $6,935-96.3% |