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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 | $191,265 | $126,661+51.0% | $113,397+68.7% | $138,895+37.7% |
| Participation rate | 18.8% | 79.4%-60.7pp | 76.5%-57.7pp | 79.9%-61.2pp |
| Annual return | 16.67% | 25.05%-8.4pp | 23.20%-6.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $384 | $3,456-88.9% | $2,977-87.1% | $4,194-90.8% |
| Participant deferral / active EE | $2,579 | $5,693-54.7% | $5,076-49.2% | $6,396-59.7% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |