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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 | $146,689 | $124,425+17.9% | $112,040+30.9% | $137,256+6.9% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 19.35% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $579 | $3,411-83.0% | $2,954-80.4% | $4,156-86.1% |
| Participant deferral / active EE | $4,247 | $5,718-25.7% | $5,098-16.7% | $6,407-33.7% |
| Admin fee / account holder | $15 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |