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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 | $146,992 | $149,679-1.8% | $117,039+25.6% | $147,586-0.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 15.81% | 19.31%-3.5pp | 18.95%-3.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $809 | $4,937-83.6% | $3,785-78.6% | $4,876-83.4% |
| Participant deferral / active EE | $5,261 | $4,912+7.1% | $3,929+33.9% | $5,439-3.3% |
| Admin fee / account holder | $19 | $7,856-99.8% | $5,974-99.7% | $10,886-99.8% |