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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 | $116,900 | $112,729+3.7% | $98,716+18.4% | $137,256-14.8% |
| Participation rate | 45.0% | 74.2%-29.2pp | 69.3%-24.3pp | 80.0%-35.0pp |
| Annual return | 12.64% | 38.48%-25.8pp | 31.81%-19.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $413 | $2,725-84.8% | $2,279-81.9% | $4,156-90.1% |
| Participant deferral / active EE | $1,654 | $4,640-64.4% | $4,048-59.1% | $6,407-74.2% |
| Admin fee / account holder | $193 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |