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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 | $97,125+48.3% | $86,233+67.0% | $137,256+4.9% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.0%-54.7pp | 80.0%-65.7pp |
| Annual return | 18.11% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $144 | $2,841-94.9% | $2,504-94.2% | $4,156-96.5% |
| Participant deferral / active EE | $2,964 | $5,180-42.8% | $4,559-35.0% | $6,407-53.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |