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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 | $100,388 | $48,078+108.8% | $78,676+27.6% | $62,881+59.6% |
| Participation rate | 8.0% | 65.2%-57.2pp | 73.6%-65.6pp | 69.3%-61.3pp |
| Annual return | 12.10% | 31.36%-19.3pp | 62.19%-50.1pp | 20.14%-8.0pp |
| Employer contribution / active EE | $138 | $2,015-93.2% | $2,850-95.2% | $2,281-94.0% |
| Participant deferral / active EE | $1,440 | $2,587-44.3% | $3,517-59.1% | $3,203-55.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |