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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 | $147,930 | $112,729+31.2% | $98,716+49.9% | $137,256+7.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 15.24% | 38.48%-23.2pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $450 | $2,725-83.5% | $2,279-80.3% | $4,156-89.2% |
| Participant deferral / active EE | $1,328 | $4,640-71.4% | $4,048-67.2% | $6,407-79.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |