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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 | $133,422 | $138,312-3.5% | $122,979+8.5% | $155,188-14.0% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 17.48% | 22.06%-4.6pp | 20.12%-2.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $677 | $3,530-80.8% | $3,062-77.9% | $4,248-84.1% |
| Participant deferral / active EE | $3,021 | $5,592-46.0% | $5,003-39.6% | $6,531-53.7% |
| Admin fee / account holder | $13 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |