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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 | $130,612 | $108,825+20.0% | $156,181-16.4% | $82,448+58.4% |
| Participation rate | 22.2% | 72.4%-50.1pp | 78.8%-56.6pp | 68.1%-45.8pp |
| Annual return | 17.68% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $411 | $2,870-85.7% | $4,294-90.4% | $2,551-83.9% |
| Participant deferral / active EE | $3,193 | $4,577-30.2% | $6,132-47.9% | $4,139-22.9% |
| Admin fee / account holder | $20 | $9,341-99.8% | $14,586-99.9% | $7,234-99.7% |