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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 | $104,976 | $81,487+28.8% | $102,412+2.5% | $80,935+29.7% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.7%-13.1pp |
| Annual return | 20.35% | 25.60%-5.2pp | 24.94%-4.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $184 | $3,103-94.1% | $3,870-95.2% | $2,757-93.3% |
| Participant deferral / active EE | $3,440 | $3,871-11.1% | $5,060-32.0% | $4,299-20.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |