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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 | $134,529 | $87,544+53.7% | $75,784+77.5% | $125,388+7.3% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -2.04% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $212 | $3,930-94.6% | $3,323-93.6% | $4,866-95.6% |
| Participant deferral / active EE | $2,121 | $4,229-49.9% | $3,652-41.9% | $5,352-60.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |