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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 | $180,082 | $127,386+41.4% | $115,037+56.5% | $125,388+43.6% |
| Participation rate | 22.2% | 84.2%-61.9pp | 81.4%-59.1pp | 83.2%-61.0pp |
| Annual return | -2.30% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $666 | $5,166-87.1% | $4,608-85.5% | $4,866-86.3% |
| Participant deferral / active EE | $2,091 | $6,423-67.4% | $6,026-65.3% | $5,352-60.9% |
| Admin fee / account holder | $259 | $9,516-97.3% | $8,175-96.8% | $9,541-97.3% |