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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 | $113,262 | $117,846-3.9% | $102,434+10.6% | $145,884-22.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.10% | 31.90%-15.8pp | 29.46%-13.4pp | 551.85%-535.8pp |
| Employer contribution / active EE | $624 | $3,615-82.7% | $3,023-79.4% | $4,662-86.6% |
| Participant deferral / active EE | $5,694 | $5,733-0.7% | $5,055+12.6% | $6,690-14.9% |
| Admin fee / account holder | $60 | $13,356-99.6% | $9,462-99.4% | $13,392-99.6% |