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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 | $182,064 | $136,860+33.0% | $120,344+51.3% | $154,746+17.7% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 13.55% | 21.38%-7.8pp | 20.30%-6.8pp | 172.34%-158.8pp |
| Employer contribution / active EE | $830 | $3,533-76.5% | $3,020-72.5% | $4,379-81.0% |
| Participant deferral / active EE | $2,054 | $5,793-64.5% | $5,135-60.0% | $6,730-69.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |