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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 | $94,024 | $136,860-31.3% | $120,344-21.9% | $154,746-39.2% |
| Participation rate | 41.2% | 79.9%-38.7pp | 76.7%-35.5pp | 80.7%-39.5pp |
| Annual return | 14.05% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.3pp |
| Employer contribution / active EE | $839 | $3,533-76.3% | $3,020-72.2% | $4,379-80.8% |
| Participant deferral / active EE | $2,024 | $5,793-65.1% | $5,135-60.6% | $6,730-69.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |