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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 | $221,167 | $136,860+61.6% | $120,344+83.8% | $154,746+42.9% |
| Participation rate | 68.4% | 79.9%-11.5pp | 76.7%-8.3pp | 80.7%-12.3pp |
| Annual return | 15.11% | 21.38%-6.3pp | 20.30%-5.2pp | 172.34%-157.2pp |
| Employer contribution / active EE | $708 | $3,533-80.0% | $3,020-76.6% | $4,379-83.8% |
| Participant deferral / active EE | $4,760 | $5,793-17.8% | $5,135-7.3% | $6,730-29.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |