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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 | $144,038 | $108,882+32.3% | $96,754+48.9% | $154,746-6.9% |
| Participation rate | 14.3% | 75.1%-60.8pp | 70.3%-56.0pp | 80.7%-66.4pp |
| Annual return | 18.11% | 98.39%-80.3pp | 82.04%-63.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $144 | $3,018-95.2% | $2,679-94.6% | $4,379-96.7% |
| Participant deferral / active EE | $2,964 | $5,323-44.3% | $4,758-37.7% | $6,730-56.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |