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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 | $130,335 | $110,410+18.0% | $102,437+27.2% | $145,897-10.7% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 15.51% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $653 | $4,217-84.5% | $3,871-83.1% | $4,663-86.0% |
| Participant deferral / active EE | $4,667 | $5,622-17.0% | $5,060-7.8% | $6,689-30.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |