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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 | $134,488 | $88,996+51.1% | $78,004+72.4% | $138,895-3.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 18.10% | 28.03%-9.9pp | 31.07%-13.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $455 | $2,917-84.4% | $2,469-81.6% | $4,194-89.2% |
| Participant deferral / active EE | $10,003 | $4,724+111.7% | $4,092+144.5% | $6,396+56.4% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |