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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 | $129,996 | $85,060+52.8% | $70,548+84.3% | $139,456-6.8% |
| Participation rate | 63.2% | 73.9%-10.7pp | 68.3%-5.2pp | 80.3%-17.2pp |
| Annual return | 19.13% | 30.38%-11.2pp | 32.78%-13.6pp | 373.45%-354.3pp |
| Employer contribution / active EE | $331 | $3,911-91.5% | $2,975-88.9% | $4,753-93.0% |
| Participant deferral / active EE | $2,996 | $5,890-49.1% | $4,567-34.4% | $6,711-55.4% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |