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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 | $103,211 | $110,379-6.5% | $102,412+0.8% | $145,884-29.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 9.72% | 24.84%-15.1pp | 24.94%-15.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $727 | $4,216-82.8% | $3,870-81.2% | $4,662-84.4% |
| Participant deferral / active EE | $5,674 | $5,622+0.9% | $5,060+12.1% | $6,690-15.2% |
| Admin fee / account holder | $121 | $9,745-98.8% | $8,388-98.6% | $13,392-99.1% |