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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 | $83,546 | $100,125-16.6% | $81,482+2.5% | $145,978-42.8% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 20.50% | 34.44%-13.9pp | 24.79%-4.3pp | 550.52%-530.0pp |
| Employer contribution / active EE | $299 | $2,977-90.0% | $2,463-87.9% | $4,662-93.6% |
| Participant deferral / active EE | $5,206 | $4,609+13.0% | $3,885+34.0% | $6,690-22.2% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |