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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 | $156,853 | $110,337+42.2% | $102,383+53.2% | $145,877+7.5% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 35.76% | 24.83%+10.9pp | 24.94%+10.8pp | 551.28%-515.5pp |
| Employer contribution / active EE | $811 | $4,216-80.8% | $3,870-79.0% | $4,663-82.6% |
| Participant deferral / active EE | $2,885 | $5,621-48.7% | $5,060-43.0% | $6,691-56.9% |
| Admin fee / account holder | $113 | $9,750-98.8% | $8,391-98.7% | $13,402-99.2% |