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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 | $181,817 | $110,379+64.7% | $102,412+77.5% | $145,884+24.6% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 14.89% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $400 | $4,216-90.5% | $3,870-89.7% | $4,662-91.4% |
| Participant deferral / active EE | $3,772 | $5,622-32.9% | $5,060-25.5% | $6,690-43.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |