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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 | $232,635 | $106,524+118.4% | $152,301+52.7% | $87,485+165.9% |
| Participation rate | 17.9% | 75.8%-57.9pp | 82.4%-64.6pp | 68.9%-51.1pp |
| Annual return | 15.66% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $551 | $3,371-83.6% | $4,624-88.1% | $2,596-78.8% |
| Participant deferral / active EE | $2,543 | $6,525-61.0% | $8,004-68.2% | $4,274-40.5% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |