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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 | $212,468 | $123,155+72.5% | $108,753+95.4% | $155,188+36.9% |
| Participation rate | 13.3% | 75.6%-62.3pp | 71.1%-57.8pp | 80.8%-67.5pp |
| Annual return | 17.16% | 44.73%-27.6pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $384 | $2,811-86.3% | $2,427-84.2% | $4,248-91.0% |
| Participant deferral / active EE | $3,907 | $4,623-15.5% | $4,115-5.0% | $6,531-40.2% |
| Admin fee / account holder | $24 | $12,126-99.8% | $10,320-99.8% | $14,480-99.8% |