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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 | $110,379+7.5% | $102,412+15.8% | $145,884-18.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 10.15% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $829 | $4,216-80.3% | $3,870-78.6% | $4,662-82.2% |
| Participant deferral / active EE | $5,518 | $5,622-1.8% | $5,060+9.0% | $6,690-17.5% |
| Admin fee / account holder | $40 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |