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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 | $178,908 | $124,425+43.8% | $112,040+59.7% | $137,256+30.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.01% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $599 | $3,411-82.4% | $2,954-79.7% | $4,156-85.6% |
| Participant deferral / active EE | $4,251 | $5,718-25.7% | $5,098-16.6% | $6,407-33.7% |
| Admin fee / account holder | $3 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |