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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 | $140,047 | $149,679-6.4% | $117,039+19.7% | $147,585-5.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 16.58% | 19.31%-2.7pp | 18.95%-2.4pp | 578.58%-562.0pp |
| Employer contribution / active EE | $813 | $4,937-83.5% | $3,785-78.5% | $4,876-83.3% |
| Participant deferral / active EE | $2,602 | $4,912-47.0% | $3,929-33.8% | $5,439-52.2% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |