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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 | $100,511 | $99,345+1.2% | $84,753+18.6% | $273,972-63.3% |
| Participation rate | 20.0% | 80.7%-60.7pp | 76.6%-56.6pp | 83.0%-63.0pp |
| Annual return | 9.50% | 22.93%-13.4pp | 22.78%-13.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $609 | $4,214-85.5% | $3,574-83.0% | $4,869-87.5% |
| Participant deferral / active EE | $4,200 | $4,270-1.6% | $3,712+13.1% | $5,287-20.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |