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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 | $125,387 | $117,895+6.4% | $102,460+22.4% | $145,897-14.1% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 12.82% | 31.92%-19.1pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $833 | $3,619-77.0% | $3,025-72.5% | $4,663-82.1% |
| Participant deferral / active EE | $3,014 | $5,736-47.5% | $5,056-40.4% | $6,689-54.9% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |