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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 | $68,718 | $201,344-65.9% | $184,243-62.7% | $145,877-52.9% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 12.90% | 29.01%-16.1pp | 28.82%-15.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $912 | $7,022-87.0% | $6,427-85.8% | $4,663-80.4% |
| Participant deferral / active EE | $5,030 | $9,807-48.7% | $9,132-44.9% | $6,691-24.8% |
| Admin fee / account holder | $253 | $16,382-98.5% | $13,914-98.2% | $13,402-98.1% |