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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 | $188,366 | $136,860+37.6% | $120,344+56.5% | $154,746+21.7% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 15.41% | 21.38%-6.0pp | 20.30%-4.9pp | 172.34%-156.9pp |
| Employer contribution / active EE | $229 | $3,533-93.5% | $3,020-92.4% | $4,379-94.8% |
| Participant deferral / active EE | $4,333 | $5,793-25.2% | $5,135-15.6% | $6,730-35.6% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |