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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 | $182,091 | $86,919+109.5% | $102,457+77.7% | $80,911+125.1% |
| Participation rate | 23.1% | 72.4%-49.3pp | 76.5%-53.4pp | 67.6%-44.6pp |
| Annual return | 12.48% | 18.90%-6.4pp | 29.41%-16.9pp | 35.63%-23.2pp |
| Employer contribution / active EE | $456 | $2,368-80.7% | $3,022-84.9% | $2,756-83.4% |
| Participant deferral / active EE | $2,957 | $4,119-28.2% | $5,054-41.5% | $4,297-31.2% |
| Admin fee / account holder | $223 | $8,049-97.2% | $9,451-97.6% | $6,935-96.8% |