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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 | $188,885 | $126,661+49.1% | $113,397+66.6% | $138,895+36.0% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.5%-47.9pp | 79.9%-51.3pp |
| Annual return | 16.85% | 25.05%-8.2pp | 23.20%-6.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $283 | $3,456-91.8% | $2,977-90.5% | $4,194-93.3% |
| Participant deferral / active EE | $2,490 | $5,693-56.3% | $5,076-51.0% | $6,396-61.1% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |