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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 | $171,188 | $106,267+61.1% | $96,520+77.4% | $139,456+22.8% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 18.92% | 38.45%-19.5pp | 35.72%-16.8pp | 373.45%-354.5pp |
| Employer contribution / active EE | $779 | $4,105-81.0% | $3,739-79.2% | $4,753-83.6% |
| Participant deferral / active EE | $2,767 | $5,454-49.3% | $4,879-43.3% | $6,711-58.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |