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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 | $111,712 | $99,345+12.4% | $84,753+31.8% | $273,972-59.2% |
| Participation rate | 16.7% | 80.7%-64.0pp | 76.6%-59.9pp | 83.0%-66.3pp |
| Annual return | 5.66% | 22.93%-17.3pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $436 | $4,214-89.7% | $3,574-87.8% | $4,869-91.0% |
| Participant deferral / active EE | $1,635 | $4,270-61.7% | $3,712-55.9% | $5,287-69.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |