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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 | $106,252 | $99,345+7.0% | $84,753+25.4% | $273,972-61.2% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 7.15% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $477 | $4,214-88.7% | $3,574-86.6% | $4,869-90.2% |
| Participant deferral / active EE | $3,198 | $4,270-25.1% | $3,712-13.9% | $5,287-39.5% |
| Admin fee / account holder | $158 | $6,645-97.6% | $5,333-97.0% | $10,133-98.4% |