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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 | $121,339 | $80,983+49.8% | $96,544+25.7% | $75,177+61.4% |
| Participation rate | 36.7% | 71.8%-35.1pp | 76.0%-39.3pp | 67.2%-30.5pp |
| Annual return | 13.21% | 27.05%-13.8pp | 25.88%-12.7pp | 160.75%-147.5pp |
| Employer contribution / active EE | $465 | $2,282-79.6% | $2,966-84.3% | $2,671-82.6% |
| Participant deferral / active EE | $2,783 | $3,929-29.2% | $4,851-42.6% | $4,126-32.6% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |