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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 | $156,688 | $176,794-11.4% | $146,647+6.8% | $167,553-6.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 18.14% | 24.04%-5.9pp | 22.75%-4.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $592 | $5,161-88.5% | $4,137-85.7% | $4,840-87.8% |
| Participant deferral / active EE | $3,945 | $6,440-38.8% | $5,506-28.4% | $6,343-37.8% |
| Admin fee / account holder | $171 | $13,262-98.7% | $10,281-98.3% | $12,316-98.6% |