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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 | $162,016 | $110,379+46.8% | $102,412+58.2% | $145,884+11.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 10.76% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $855 | $4,216-79.7% | $3,870-77.9% | $4,662-81.7% |
| Participant deferral / active EE | $3,913 | $5,622-30.4% | $5,060-22.7% | $6,690-41.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |