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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 | $132,230 | $58,851+124.7% | $115,170+14.8% | $72,975+81.2% |
| Participation rate | 26.8% | 65.5%-38.7pp | 75.9%-49.1pp | 69.5%-42.7pp |
| Annual return | 20.21% | 23.16%-3.0pp | 35.60%-15.4pp | 81.01%-60.8pp |
| Employer contribution / active EE | $447 | $1,798-75.2% | $3,179-86.0% | $2,440-81.7% |
| Participant deferral / active EE | $1,290 | $2,643-51.2% | $4,169-69.1% | $3,608-64.3% |
| Admin fee / account holder | $31 | $6,370-99.5% | $7,089-99.6% | $5,124-99.4% |