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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 | $152,274 | $176,794-13.9% | $146,647+3.8% | $167,553-9.1% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 12.59% | 24.04%-11.4pp | 22.75%-10.2pp | 478.89%-466.3pp |
| Employer contribution / active EE | $514 | $5,161-90.0% | $4,137-87.6% | $4,840-89.4% |
| Participant deferral / active EE | $5,138 | $6,440-20.2% | $5,506-6.7% | $6,343-19.0% |
| Admin fee / account holder | $209 | $13,262-98.4% | $10,281-98.0% | $12,316-98.3% |