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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 | $154,027 | $70,486+118.5% | $100,528+53.2% | $79,852+92.9% |
| Participation rate | 21.2% | 73.6%-52.4pp | 79.4%-58.2pp | 69.6%-48.4pp |
| Annual return | 16.10% | 21.90%-5.8pp | 30.90%-14.8pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,960 | $5,182-42.9% | $6,271-52.8% | $3,740-20.9% |
| Admin fee / account holder | $22 | $4,480-99.5% | $8,084-99.7% | $5,306-99.6% |