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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 | $138,942 | $115,225+20.6% | $100,712+38.0% | $138,8950% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 13.65% | 40.35%-26.7pp | 33.27%-19.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $138 | $2,771-95.0% | $2,313-94.0% | $4,194-96.7% |
| Participant deferral / active EE | $3,194 | $4,699-32.0% | $4,085-21.8% | $6,396-50.1% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |