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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 | $109,968 | $127,387-13.7% | $115,038-4.4% | $125,389-12.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.56% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $736 | $5,166-85.8% | $4,608-84.0% | $4,866-84.9% |
| Participant deferral / active EE | $2,085 | $6,423-67.5% | $6,026-65.4% | $5,352-61.0% |
| Admin fee / account holder | $143 | $9,516-98.5% | $8,175-98.2% | $9,541-98.5% |