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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 | $105,449 | $71,230+48.0% | $93,727+12.5% | $80,959+30.3% |
| Participation rate | 11.8% | 60.4%-48.6pp | 68.7%-56.9pp | 67.7%-55.9pp |
| Annual return | 13.65% | 11.26%+2.4pp | 133.83%-120.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $225 | $1,565-85.6% | $2,421-90.7% | $2,757-91.8% |
| Participant deferral / active EE | $1,893 | $4,037-53.1% | $4,417-57.2% | $4,300-56.0% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |