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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 | $133,808 | $124,346+7.6% | $111,306+20.2% | $167,553-20.1% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 13.91% | 37.46%-23.5pp | 54.67%-40.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $400 | $3,438-88.4% | $2,732-85.4% | $4,840-91.7% |
| Participant deferral / active EE | $5,200 | $5,182+0.4% | $4,488+15.9% | $6,343-18.0% |
| Admin fee / account holder | $24 | $10,623-99.8% | $7,966-99.7% | $12,316-99.8% |