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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 | $190,070 | $81,504+133.2% | $102,437+85.5% | $80,959+134.8% |
| Participation rate | 56.4% | 66.9%-10.4pp | 74.5%-18.1pp | 67.7%-11.3pp |
| Annual return | 10.69% | 25.60%-14.9pp | 24.95%-14.3pp | 35.67%-25.0pp |
| Employer contribution / active EE | $713 | $3,104-77.0% | $3,871-81.6% | $2,757-74.1% |
| Participant deferral / active EE | $4,990 | $3,871+28.9% | $5,060-1.4% | $4,300+16.0% |
| Admin fee / account holder | -$85 | $6,719-101.3% | $8,388-101.0% | $6,925-101.2% |