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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 | $197,619 | $59,440+232.5% | $70,160+181.7% | $75,177+162.9% |
| Participation rate | 10.6% | 71.6%-61.0pp | 78.8%-68.2pp | 67.2%-56.6pp |
| Annual return | 15.23% | 18.53%-3.3pp | 19.08%-3.8pp | 160.75%-145.5pp |
| Employer contribution / active EE | $378 | $3,307-88.6% | $4,285-91.2% | $2,671-85.8% |
| Participant deferral / active EE | $954 | $3,653-73.9% | $5,394-82.3% | $4,126-76.9% |
| Admin fee / account holder | $0 | $4,401-100.0% | $4,582-100.0% | $5,651-100.0% |