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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 | $221,418 | $118,496+86.9% | $98,461+124.9% | $139,466+58.8% |
| Participation rate | 19.0% | 77.5%-58.4pp | 75.2%-56.1pp | 80.3%-61.3pp |
| Annual return | 18.50% | 18.96%-0.5pp | 21.17%-2.7pp | 373.66%-355.2pp |
| Employer contribution / active EE | $562 | $3,611-84.4% | $3,049-81.6% | $4,754-88.2% |
| Participant deferral / active EE | $2,294 | $5,393-57.5% | $4,738-51.6% | $6,712-65.8% |
| Admin fee / account holder | $18 | $14,056-99.9% | $8,961-99.8% | $11,409-99.8% |