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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 | $161,947 | $124,330+30.3% | $109,173+48.3% | $167,536-3.3% |
| Participation rate | 57.1% | 79.5%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 15.02% | 26.04%-11.0pp | 25.75%-10.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $374 | $4,209-91.1% | $3,723-90.0% | $4,839-92.3% |
| Participant deferral / active EE | $1,774 | $5,256-66.3% | $4,654-61.9% | $6,342-72.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |