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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 | $118,552 | $59,440+99.4% | $78,004+52.0% | $82,637+43.5% |
| Participation rate | 15.9% | 62.8%-46.9pp | 69.4%-53.5pp | 68.1%-52.1pp |
| Annual return | 16.30% | 40.24%-23.9pp | 31.07%-14.8pp | 53.51%-37.2pp |
| Employer contribution / active EE | $341 | $1,750-80.5% | $2,469-86.2% | $2,552-86.6% |
| Participant deferral / active EE | $2,059 | $3,138-34.4% | $4,092-49.7% | $4,126-50.1% |
| Admin fee / account holder | $0 | $5,504-100.0% | $7,578-100.0% | $7,339-100.0% |