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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 | $112,976 | $99,345+13.7% | $84,753+33.3% | $273,972-58.8% |
| Participation rate | 23.1% | 80.7%-57.6pp | 76.6%-53.5pp | 83.0%-59.9pp |
| Annual return | 8.51% | 22.93%-14.4pp | 22.78%-14.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $576 | $4,214-86.3% | $3,574-83.9% | $4,869-88.2% |
| Participant deferral / active EE | $1,485 | $4,270-65.2% | $3,712-60.0% | $5,287-71.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |