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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 | $114,422 | $112,729+1.5% | $98,716+15.9% | $137,256-16.6% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.3%-58.2pp | 80.0%-68.8pp |
| Annual return | 19.16% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $240 | $2,725-91.2% | $2,279-89.5% | $4,156-94.2% |
| Participant deferral / active EE | $2,714 | $4,640-41.5% | $4,048-32.9% | $6,407-57.6% |
| Admin fee / account holder | $105 | $10,129-99.0% | $8,703-98.8% | $12,270-99.1% |