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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 | $71,197+48.1% | $93,669+12.6% | $80,925+30.3% |
| Participation rate | 11.8% | 60.4%-48.6pp | 68.7%-57.0pp | 67.7%-55.9pp |
| Annual return | 13.65% | 11.27%+2.4pp | 133.59%-119.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $225 | $1,565-85.6% | $2,424-90.7% | $2,756-91.8% |
| Participant deferral / active EE | $1,893 | $4,036-53.1% | $4,416-57.1% | $4,299-56.0% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |