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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 | $189,275 | $81,476+132.3% | $102,383+84.9% | $80,925+133.9% |
| Participation rate | 18.8% | 66.8%-48.1pp | 74.5%-55.8pp | 67.7%-48.9pp |
| Annual return | 15.37% | 25.59%-10.2pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $324 | $3,105-89.6% | $3,870-91.6% | $2,756-88.2% |
| Participant deferral / active EE | $2,168 | $3,871-44.0% | $5,060-57.1% | $4,299-49.6% |
| Admin fee / account holder | $20 | $6,717-99.7% | $8,391-99.8% | $6,940-99.7% |