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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 | $224,044 | $87,166+157.0% | $76,735+192.0% | $137,256+63.2% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 14.78% | 26.50%-11.7pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $280 | $2,904-90.4% | $2,454-88.6% | $4,156-93.3% |
| Participant deferral / active EE | $1,560 | $4,726-67.0% | $4,088-61.8% | $6,407-75.7% |
| Admin fee / account holder | $60 | $8,403-99.3% | $7,189-99.2% | $12,270-99.5% |