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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 | $134,874 | $81,504+65.5% | $102,437+31.7% | $80,959+66.6% |
| Participation rate | 41.9% | 66.9%-24.9pp | 74.5%-32.6pp | 67.7%-25.7pp |
| Annual return | 14.23% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $718 | $3,104-76.9% | $3,871-81.5% | $2,757-74.0% |
| Participant deferral / active EE | $2,296 | $3,871-40.7% | $5,060-54.6% | $4,300-46.6% |
| Admin fee / account holder | $272 | $6,719-95.9% | $8,388-96.8% | $6,925-96.1% |