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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 | $151,962 | $99,345+53.0% | $84,753+79.3% | $273,972-44.5% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 5.83% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.6pp |
| Employer contribution / active EE | $272 | $4,214-93.5% | $3,574-92.4% | $4,869-94.4% |
| Participant deferral / active EE | $2,820 | $4,270-33.9% | $3,712-24.0% | $5,287-46.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |