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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 | $231,326 | $99,345+132.8% | $84,753+172.9% | $273,972-15.6% |
| Participation rate | 15.4% | 80.7%-65.3pp | 76.6%-61.2pp | 83.0%-67.6pp |
| Annual return | 11.14% | 22.93%-11.8pp | 22.78%-11.6pp | 41.46%-30.3pp |
| Employer contribution / active EE | $618 | $4,214-85.3% | $3,574-82.7% | $4,869-87.3% |
| Participant deferral / active EE | $2,635 | $4,270-38.3% | $3,712-29.0% | $5,287-50.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |