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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 | $124,425+51.4% | $112,040+68.1% | $137,256+37.2% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 15.41% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $229 | $3,411-93.3% | $2,954-92.3% | $4,156-94.5% |
| Participant deferral / active EE | $4,333 | $5,718-24.2% | $5,098-15.0% | $6,407-32.4% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |