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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 | $113,967 | $124,346-8.3% | $111,306+2.4% | $167,553-32.0% |
| Participation rate | 65.2% | 79.6%-14.4pp | 77.3%-12.1pp | 82.1%-16.9pp |
| Annual return | 13.46% | 37.46%-24.0pp | 54.67%-41.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $662 | $3,438-80.7% | $2,732-75.8% | $4,840-86.3% |
| Participant deferral / active EE | $2,034 | $5,182-60.7% | $4,488-54.7% | $6,343-67.9% |
| Admin fee / account holder | $165 | $10,623-98.4% | $7,966-97.9% | $12,316-98.7% |