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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 | $135,922 | $110,410+23.1% | $102,437+32.7% | $145,897-6.8% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 12.32% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $568 | $4,217-86.5% | $3,871-85.3% | $4,663-87.8% |
| Participant deferral / active EE | $3,882 | $5,622-30.9% | $5,060-23.3% | $6,689-42.0% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |