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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 | $103,733 | $65,364+58.7% | $92,909+11.6% | $72,975+42.1% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.0%-21.7pp | 69.5%-15.1pp |
| Annual return | 18.65% | 42.11%-23.5pp | 109.44%-90.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $461 | $2,594-82.2% | $3,653-87.4% | $2,440-81.1% |
| Participant deferral / active EE | $2,300 | $3,128-26.5% | $4,238-45.7% | $3,608-36.3% |
| Admin fee / account holder | $55 | $4,251-98.7% | $5,795-99.0% | $5,124-98.9% |