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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 | $204,047 | $106,588+91.4% | $94,215+116.6% | $155,188+31.5% |
| Participation rate | 20.0% | 74.3%-54.3pp | 70.0%-50.0pp | 80.8%-60.8pp |
| Annual return | 12.87% | 29.39%-16.5pp | 28.22%-15.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $264 | $3,080-91.4% | $2,675-90.1% | $4,248-93.8% |
| Participant deferral / active EE | $1,820 | $4,802-62.1% | $4,276-57.4% | $6,531-72.1% |
| Admin fee / account holder | $120 | $12,281-99.0% | $10,216-98.8% | $14,480-99.2% |