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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 | $178,372 | $111,814+59.5% | $103,378+72.5% | $145,978+22.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 18.77% | 24.80%-6.0pp | 24.91%-6.1pp | 550.52%-531.8pp |
| Employer contribution / active EE | $783 | $4,215-81.4% | $3,870-79.8% | $4,662-83.2% |
| Participant deferral / active EE | $3,782 | $5,618-32.7% | $5,058-25.2% | $6,690-43.5% |
| Admin fee / account holder | $90 | $9,764-99.1% | $8,401-98.9% | $13,400-99.3% |