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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 | $120,477 | $110,410+9.1% | $102,437+17.6% | $145,897-17.4% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 11.71% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $624 | $4,217-85.2% | $3,871-83.9% | $4,663-86.6% |
| Participant deferral / active EE | $3,334 | $5,622-40.7% | $5,060-34.1% | $6,689-50.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |