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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 | $195,015 | $199,109-2.1% | $173,730+12.3% | $154,746+26.0% |
| Participation rate | 16.7% | 82.8%-66.1pp | 79.6%-62.9pp | 80.7%-64.0pp |
| Annual return | 18.74% | 20.02%-1.3pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $250 | $5,311-95.3% | $4,577-94.5% | $4,379-94.3% |
| Participant deferral / active EE | $2,544 | $7,113-64.2% | $6,326-59.8% | $6,730-62.2% |
| Admin fee / account holder | $60 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |