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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 | $124,407 | $126,661-1.8% | $113,397+9.7% | $138,895-10.4% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.5%-23.6pp | 79.9%-27.0pp |
| Annual return | 19.25% | 25.05%-5.8pp | 23.20%-3.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $742 | $3,456-78.5% | $2,977-75.1% | $4,194-82.3% |
| Participant deferral / active EE | $1,911 | $5,693-66.4% | $5,076-62.4% | $6,396-70.1% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |