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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 | $182,370 | $89,370+104.1% | $141,197+29.2% | $72,976+149.9% |
| Participation rate | 12.0% | 75.1%-63.1pp | 82.5%-70.5pp | 69.5%-57.5pp |
| Annual return | 25.13% | 111.88%-86.7pp | 71.41%-46.3pp | 81.02%-55.9pp |
| Employer contribution / active EE | $139 | $3,115-95.5% | $4,736-97.1% | $2,440-94.3% |
| Participant deferral / active EE | $3,018 | $5,419-44.3% | $6,710-55.0% | $3,608-16.4% |
| Admin fee / account holder | $276 | $5,957-95.4% | $10,265-97.3% | $5,124-94.6% |