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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 | $133,348 | $87,166+53.0% | $76,735+73.8% | $137,256-2.8% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.5%-26.6pp | 80.0%-37.1pp |
| Annual return | 14.71% | 26.50%-11.8pp | 29.77%-15.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $246 | $2,904-91.5% | $2,454-90.0% | $4,156-94.1% |
| Participant deferral / active EE | $1,062 | $4,726-77.5% | $4,088-74.0% | $6,407-83.4% |
| Admin fee / account holder | $10 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |