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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 | $162,661 | $81,504+99.6% | $102,437+58.8% | $80,959+100.9% |
| Participation rate | 19.6% | 66.9%-47.3pp | 74.5%-54.9pp | 67.7%-48.1pp |
| Annual return | 11.09% | 25.60%-14.5pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $795 | $3,104-74.4% | $3,871-79.5% | $2,757-71.2% |
| Participant deferral / active EE | $3,318 | $3,871-14.3% | $5,060-34.4% | $4,300-22.8% |
| Admin fee / account holder | $5 | $6,719-99.9% | $8,388-99.9% | $6,925-99.9% |