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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 | $154,567 | $136,860+12.9% | $120,344+28.4% | $154,746-0.1% |
| Participation rate | 27.3% | 79.9%-52.6pp | 76.7%-49.4pp | 80.7%-53.4pp |
| Annual return | 14.29% | 21.38%-7.1pp | 20.30%-6.0pp | 172.34%-158.0pp |
| Employer contribution / active EE | $807 | $3,533-77.2% | $3,020-73.3% | $4,379-81.6% |
| Participant deferral / active EE | $2,409 | $5,793-58.4% | $5,135-53.1% | $6,730-64.2% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |