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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 | $158,855 | $110,379+43.9% | $102,412+55.1% | $145,884+8.9% |
| Participation rate | 8.7% | 77.9%-69.2pp | 74.5%-65.8pp | 80.3%-71.6pp |
| Annual return | 16.59% | 24.84%-8.2pp | 24.94%-8.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $655 | $4,216-84.5% | $3,870-83.1% | $4,662-85.9% |
| Participant deferral / active EE | $2,340 | $5,622-58.4% | $5,060-53.8% | $6,690-65.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |