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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 | $218,278 | $73,988+195.0% | $96,538+126.1% | $75,177+190.4% |
| Participation rate | 9.8% | 66.4%-56.6pp | 74.3%-64.5pp | 67.2%-57.4pp |
| Annual return | 13.74% | 26.73%-13.0pp | 35.74%-22.0pp | 160.75%-147.0pp |
| Employer contribution / active EE | $623 | $2,930-78.7% | $3,740-83.3% | $2,671-76.7% |
| Participant deferral / active EE | $1,617 | $3,660-55.8% | $4,880-66.9% | $4,126-60.8% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |