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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 | $184,219 | $106,247+73.4% | $96,515+90.9% | $139,466+32.1% |
| Participation rate | 11.1% | 77.8%-66.7pp | 74.3%-63.2pp | 80.3%-69.2pp |
| Annual return | 22.52% | 38.47%-15.9pp | 35.73%-13.2pp | 373.66%-351.1pp |
| Employer contribution / active EE | $627 | $4,106-84.7% | $3,740-83.2% | $4,754-86.8% |
| Participant deferral / active EE | $2,533 | $5,456-53.6% | $4,880-48.1% | $6,712-62.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |