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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 | $229,722 | $177,156+29.7% | $147,027+56.2% | $154,746+48.5% |
| Participation rate | 37.5% | 79.4%-41.9pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 15.57% | 21.94%-6.4pp | 20.23%-4.7pp | 172.34%-156.8pp |
| Employer contribution / active EE | $876 | $4,336-79.8% | $3,626-75.8% | $4,379-80.0% |
| Participant deferral / active EE | $1,988 | $5,797-65.7% | $4,933-59.7% | $6,730-70.5% |
| Admin fee / account holder | $30 | $14,904-99.8% | $12,223-99.8% | $14,365-99.8% |