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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 | $164,695 | $213,785-23.0% | $185,441-11.2% | $155,188+6.1% |
| Participation rate | 58.8% | 83.2%-24.4pp | 80.3%-21.4pp | 80.8%-22.0pp |
| Annual return | 15.75% | 19.97%-4.2pp | 20.16%-4.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $471 | $5,393-91.3% | $4,672-89.9% | $4,248-88.9% |
| Participant deferral / active EE | $4,773 | $6,864-30.5% | $6,152-22.4% | $6,531-26.9% |
| Admin fee / account holder | $1 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |