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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 | $238,776 | $161,352+48.0% | $134,172+78.0% | $137,256+74.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.5%-32.5pp | 80.0%-40.0pp |
| Annual return | 13.73% | 28.72%-15.0pp | 25.30%-11.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $687 | $4,099-83.2% | $3,420-79.9% | $4,156-83.5% |
| Participant deferral / active EE | $6,363 | $5,552+14.6% | $4,690+35.7% | $6,407-0.7% |
| Admin fee / account holder | $40 | $15,028-99.7% | $12,016-99.7% | $12,270-99.7% |