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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 | $87,166+134.1% | $76,735+165.9% | $137,256+48.7% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.5%-49.5pp | 80.0%-60.0pp |
| Annual return | 12.87% | 26.50%-13.6pp | 29.77%-16.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $264 | $2,904-90.9% | $2,454-89.2% | $4,156-93.6% |
| Participant deferral / active EE | $1,820 | $4,726-61.5% | $4,088-55.5% | $6,407-71.6% |
| Admin fee / account holder | $120 | $8,403-98.6% | $7,189-98.3% | $12,270-99.0% |