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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 | $145,333 | $106,247+36.8% | $96,515+50.6% | $139,466+4.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 11.93% | 38.47%-26.5pp | 35.73%-23.8pp | 373.66%-361.7pp |
| Employer contribution / active EE | $624 | $4,106-84.8% | $3,740-83.3% | $4,754-86.9% |
| Participant deferral / active EE | $1,560 | $5,456-71.4% | $4,880-68.0% | $6,712-76.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |