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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 | $106,749+117.9% | $145,433+60.0% | $82,448+182.2% |
| Participation rate | 17.9% | 75.6%-57.8pp | 82.1%-64.3pp | 68.1%-50.2pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $551 | $3,444-84.0% | $4,554-87.9% | $2,551-78.4% |
| Participant deferral / active EE | $2,543 | $6,519-61.0% | $7,897-67.8% | $4,139-38.6% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |