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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 | $96,488 | $45,087+114.0% | $69,483+38.9% | $72,976+32.2% |
| Participation rate | 29.4% | 68.5%-39.1pp | 74.6%-45.2pp | 69.5%-40.1pp |
| Annual return | 16.19% | 22.67%-6.5pp | 28.99%-12.8pp | 81.02%-64.8pp |
| Employer contribution / active EE | $321 | $2,055-84.4% | $2,780-88.5% | $2,440-86.9% |
| Participant deferral / active EE | $2,054 | $2,603-21.1% | $3,537-41.9% | $3,608-43.1% |
| Admin fee / account holder | $255 | $3,057-91.6% | $3,841-93.3% | $5,124-95.0% |