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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 | $218,205 | $81,457+167.9% | $103,378+111.1% | $80,911+169.7% |
| Participation rate | 14.5% | 66.8%-52.4pp | 74.5%-60.0pp | 67.6%-53.2pp |
| Annual return | 18.43% | 25.58%-7.1pp | 24.91%-6.5pp | 35.63%-17.2pp |
| Employer contribution / active EE | $454 | $3,107-85.4% | $3,870-88.3% | $2,756-83.5% |
| Participant deferral / active EE | $1,740 | $3,871-55.1% | $5,058-65.6% | $4,297-59.5% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |