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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 | $148,918 | $110,379+34.9% | $102,412+45.4% | $145,884+2.1% |
| Participation rate | 20.8% | 77.9%-57.1pp | 74.5%-53.7pp | 80.3%-59.5pp |
| Annual return | 17.00% | 24.84%-7.8pp | 24.94%-7.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $642 | $4,216-84.8% | $3,870-83.4% | $4,662-86.2% |
| Participant deferral / active EE | $2,193 | $5,622-61.0% | $5,060-56.7% | $6,690-67.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |