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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 | $131,890 | $124,330+6.1% | $109,173+20.8% | $167,536-21.3% |
| Participation rate | 42.1% | 79.5%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 20.41% | 26.04%-5.6pp | 25.75%-5.3pp | 478.82%-458.4pp |
| Employer contribution / active EE | $774 | $4,209-81.6% | $3,723-79.2% | $4,839-84.0% |
| Participant deferral / active EE | $2,373 | $5,256-54.9% | $4,654-49.0% | $6,342-62.6% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |