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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 | $178,612 | $81,487+119.2% | $102,412+74.4% | $80,935+120.7% |
| Participation rate | 15.8% | 66.8%-51.1pp | 74.5%-58.7pp | 67.7%-51.9pp |
| Annual return | 21.31% | 25.60%-4.3pp | 24.94%-3.6pp | 35.66%-14.4pp |
| Employer contribution / active EE | $625 | $3,103-79.9% | $3,870-83.8% | $2,757-77.3% |
| Participant deferral / active EE | $2,381 | $3,871-38.5% | $5,060-52.9% | $4,299-44.6% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |