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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 | $137,226 | $101,798+34.8% | $165,071-16.9% | $80,935+69.5% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.7%-9.0pp |
| Annual return | 11.57% | 16.73%-5.2pp | 70.17%-58.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $502 | $2,954-83.0% | $4,347-88.5% | $2,757-81.8% |
| Participant deferral / active EE | $2,810 | $4,476-37.2% | $6,035-53.4% | $4,299-34.6% |
| Admin fee / account holder | $10 | $8,221-99.9% | $12,695-99.9% | $6,924-99.9% |