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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 | $118,611 | $110,337+7.5% | $102,383+15.9% | $145,877-18.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 10.15% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $829 | $4,216-80.3% | $3,870-78.6% | $4,663-82.2% |
| Participant deferral / active EE | $5,518 | $5,621-1.8% | $5,060+9.1% | $6,691-17.5% |
| Admin fee / account holder | $40 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |