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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 | $197,761 | $181,896+8.7% | $156,551+26.3% | $273,972-27.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 9.88% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $873 | $6,248-86.0% | $5,501-84.1% | $4,869-82.1% |
| Participant deferral / active EE | $3,330 | $5,550-40.0% | $4,871-31.6% | $5,287-37.0% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |