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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 | $106,864+117.7% | $147,318+57.9% | $82,637+181.5% |
| Participation rate | 17.9% | 75.5%-57.6pp | 82.1%-64.2pp | 68.1%-50.2pp |
| Annual return | 15.66% | 27.49%-11.8pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $551 | $3,417-83.9% | $4,593-88.0% | $2,552-78.4% |
| Participant deferral / active EE | $2,543 | $6,496-60.8% | $7,906-67.8% | $4,126-38.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |