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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 | $192,003 | $93,345+105.7% | $119,126+61.2% | $87,485+119.5% |
| Participation rate | 34.5% | 68.7%-34.2pp | 75.8%-41.2pp | 68.9%-34.4pp |
| Annual return | 18.72% | 19.08%-0.4pp | 282.11%-263.4pp | 26.06%-7.3pp |
| Employer contribution / active EE | $492 | $3,172-84.5% | $4,034-87.8% | $2,596-81.1% |
| Participant deferral / active EE | $2,517 | $4,099-38.6% | $5,318-52.7% | $4,274-41.1% |
| Admin fee / account holder | $21 | $8,039-99.7% | $10,693-99.8% | $7,775-99.7% |