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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 | $146,267+57.1% | $197,124+16.6% | $82,448+178.7% |
| Participation rate | 19.2% | 84.0%-64.8pp | 86.7%-67.5pp | 68.1%-48.8pp |
| Annual return | 15.13% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,096 | $4,723-76.8% | $6,227-82.4% | $2,551-57.0% |
| Participant deferral / active EE | $3,704 | $7,035-47.3% | $9,135-59.5% | $4,139-10.5% |
| Admin fee / account holder | $0 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |