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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 | $85,743 | $65,027+31.9% | $90,970-5.7% | $79,852+7.4% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 15.58% | 30.45%-14.9pp | 134.58%-119.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $141 | $1,247-88.7% | $2,122-93.3% | $2,471-94.3% |
| Participant deferral / active EE | $3,157 | $2,512+25.7% | $3,373-6.4% | $3,740-15.6% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |