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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 | $116,727 | $124,425-6.2% | $112,040+4.2% | $137,256-15.0% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 14.02% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $400 | $3,411-88.3% | $2,954-86.5% | $4,156-90.4% |
| Participant deferral / active EE | $2,124 | $5,718-62.9% | $5,098-58.3% | $6,407-66.9% |
| Admin fee / account holder | $9 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |