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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 | $115,416 | $88,996+29.7% | $78,004+48.0% | $138,895-16.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 13.83% | 28.03%-14.2pp | 31.07%-17.2pp | 145.39%-131.6pp |
| Employer contribution / active EE | $245 | $2,917-91.6% | $2,469-90.1% | $4,194-94.2% |
| Participant deferral / active EE | $5,314 | $4,724+12.5% | $4,092+29.9% | $6,396-16.9% |
| Admin fee / account holder | $108 | $8,807-98.8% | $7,578-98.6% | $12,562-99.1% |