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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 | $116,741 | $103,392+12.9% | $87,104+34.0% | $152,897-23.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 22.26% | 28.10%-5.8pp | 28.19%-5.9pp | 345.43%-323.2pp |
| Employer contribution / active EE | $350 | $3,221-89.1% | $2,521-86.1% | $4,764-92.7% |
| Participant deferral / active EE | $1,848 | $4,778-61.3% | $4,048-54.4% | $5,851-68.4% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |