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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 | $88,672+116.5% | $105,223+82.5% | $82,448+132.9% |
| Participation rate | 34.5% | 67.9%-33.4pp | 75.0%-40.5pp | 68.1%-33.5pp |
| Annual return | 18.72% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $492 | $3,048-83.9% | $3,689-86.7% | $2,551-80.7% |
| Participant deferral / active EE | $2,517 | $4,036-37.6% | $5,072-50.4% | $4,139-39.2% |
| Admin fee / account holder | $21 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |