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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 | $126,119 | $67,894+85.8% | $89,340+41.2% | $82,448+53.0% |
| Participation rate | 11.4% | 64.0%-52.6pp | 69.6%-58.1pp | 68.1%-56.6pp |
| Annual return | 20.31% | 19.21%+1.1pp | 20.57%-0.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $339 | $1,828-81.4% | $2,231-84.8% | $2,551-86.7% |
| Participant deferral / active EE | $1,772 | $3,072-42.3% | $3,823-53.6% | $4,139-57.2% |
| Admin fee / account holder | $0 | $5,723-100.0% | $6,704-100.0% | $7,234-100.0% |