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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 | $147,422 | $127,096+16.0% | $105,736+39.4% | $135,380+8.9% |
| Participation rate | 20.0% | 82.7%-62.7pp | 76.3%-56.3pp | 82.6%-62.6pp |
| Annual return | -3.95% | 4.49%-8.4pp | 6.27%-10.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $776 | $4,107-81.1% | $3,268-76.3% | $4,779-83.8% |
| Participant deferral / active EE | $4,296 | $5,064-15.2% | $4,080+5.3% | $5,609-23.4% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |