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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 | $129,448 | $99,345+30.3% | $84,753+52.7% | $273,972-52.8% |
| Participation rate | 14.3% | 80.7%-66.4pp | 76.6%-62.3pp | 83.0%-68.7pp |
| Annual return | 10.73% | 22.93%-12.2pp | 22.78%-12.1pp | 41.46%-30.7pp |
| Employer contribution / active EE | $437 | $4,214-89.6% | $3,574-87.8% | $4,869-91.0% |
| Participant deferral / active EE | $2,604 | $4,270-39.0% | $3,712-29.9% | $5,287-50.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |