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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 | $146,674 | $183,539-20.1% | $155,556-5.7% | $145,897+0.5% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 18.86% | 61.31%-42.4pp | 64.84%-46.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $813 | $5,315-84.7% | $4,675-82.6% | $4,663-82.6% |
| Participant deferral / active EE | $4,187 | $6,467-35.3% | $5,631-25.6% | $6,689-37.4% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |