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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 | $100,685 | $81,504+23.5% | $102,437-1.7% | $80,959+24.4% |
| Participation rate | 15.8% | 66.9%-51.1pp | 74.5%-58.7pp | 67.7%-51.9pp |
| Annual return | 106.55% | 25.60%+81.0pp | 24.95%+81.6pp | 35.67%+70.9pp |
| Employer contribution / active EE | $571 | $3,104-81.6% | $3,871-85.3% | $2,757-79.3% |
| Participant deferral / active EE | $2,330 | $3,871-39.8% | $5,060-54.0% | $4,300-45.8% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |