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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 | $131,954 | $152,074-13.2% | $137,474-4.0% | $198,609-33.6% |
| Participation rate | 55.6% | 85.3%-29.8pp | 83.5%-28.0pp | 82.4%-26.8pp |
| Annual return | 18.80% | 10.68%+8.1pp | 11.53%+7.3pp | 202.70%-183.9pp |
| Employer contribution / active EE | $1,663 | $5,444-69.4% | $5,048-67.1% | $5,055-67.1% |
| Participant deferral / active EE | $4,750 | $6,522-27.2% | $6,155-22.8% | $6,977-31.9% |
| Admin fee / account holder | $20 | $11,950-99.8% | $10,602-99.8% | $19,030-99.9% |