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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 | $142,731 | $95,959+48.7% | $97,411+46.5% | $138,895+2.8% |
| Participation rate | 40.0% | 81.8%-41.8pp | 80.4%-40.4pp | 79.9%-39.9pp |
| Annual return | 16.20% | 29.30%-13.1pp | 34.72%-18.5pp | 145.39%-129.2pp |
| Employer contribution / active EE | $738 | $4,278-82.8% | $4,210-82.5% | $4,194-82.4% |
| Participant deferral / active EE | $10,900 | $5,876+85.5% | $5,886+85.2% | $6,396+70.4% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |