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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 | $229,799 | $145,431+58.0% | $211,142+8.8% | $87,485+162.7% |
| Participation rate | 19.2% | 84.7%-65.5pp | 87.3%-68.1pp | 68.9%-49.7pp |
| Annual return | 15.13% | 27.21%-12.1pp | 46.84%-31.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,096 | $4,662-76.5% | $6,442-83.0% | $2,596-57.8% |
| Participant deferral / active EE | $3,704 | $6,859-46.0% | $9,284-60.1% | $4,274-13.3% |
| Admin fee / account holder | $0 | $17,052-100.0% | $19,076-100.0% | $7,775-100.0% |