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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 | $125,676 | $110,379+13.9% | $102,412+22.7% | $145,884-13.9% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 16.28% | 24.84%-8.6pp | 24.94%-8.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $727 | $4,216-82.7% | $3,870-81.2% | $4,662-84.4% |
| Participant deferral / active EE | $3,707 | $5,622-34.1% | $5,060-26.7% | $6,690-44.6% |
| Admin fee / account holder | $21 | $9,745-99.8% | $8,388-99.7% | $13,392-99.8% |