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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 | $161,422 | $111,814+44.4% | $103,378+56.1% | $145,978+10.6% |
| Participation rate | 5.3% | 77.9%-72.7pp | 74.5%-69.2pp | 80.3%-75.0pp |
| Annual return | 14.06% | 24.80%-10.7pp | 24.91%-10.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $404 | $4,215-90.4% | $3,870-89.6% | $4,662-91.3% |
| Participant deferral / active EE | $2,139 | $5,618-61.9% | $5,058-57.7% | $6,690-68.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |