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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 | $124,980+18.4% | $108,359+36.5% | $154,746-4.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 15.24% | 45.00%-29.8pp | 36.89%-21.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $450 | $2,851-84.2% | $2,399-81.2% | $4,379-89.7% |
| Participant deferral / active EE | $1,328 | $4,743-72.0% | $4,137-67.9% | $6,730-80.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |