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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 | $148,648 | $98,776+50.5% | $149,745-0.7% | $79,856+86.1% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.4pp |
| Annual return | 14.29% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $513 | $3,217-84.1% | $4,646-89.0% | $2,471-79.2% |
| Participant deferral / active EE | $7,543 | $5,681+32.8% | $6,843+10.2% | $3,741+101.7% |
| Admin fee / account holder | $94 | $6,053-98.5% | $9,312-99.0% | $5,306-98.2% |