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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 | $148,203 | $111,814+32.5% | $103,378+43.4% | $145,978+1.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.55% | 24.80%-14.2pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $636 | $4,215-84.9% | $3,870-83.6% | $4,662-86.4% |
| Participant deferral / active EE | $5,883 | $5,618+4.7% | $5,058+16.3% | $6,690-12.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |