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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 | $146,689 | $126,661+15.8% | $113,397+29.4% | $138,895+5.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 19.35% | 25.05%-5.7pp | 23.20%-3.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $579 | $3,456-83.2% | $2,977-80.6% | $4,194-86.2% |
| Participant deferral / active EE | $4,247 | $5,693-25.4% | $5,076-16.3% | $6,396-33.6% |
| Admin fee / account holder | $15 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |