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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 | $148,663 | $172,111-13.6% | $150,298-1.1% | $137,256+8.3% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 11.83% | 69.37%-57.5pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $108 | $4,636-97.7% | $4,154-97.4% | $4,156-97.4% |
| Participant deferral / active EE | $2,419 | $6,166-60.8% | $5,453-55.6% | $6,407-62.2% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |