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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 | $133,842 | $106,267+25.9% | $96,520+38.7% | $139,456-4.0% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 14.62% | 38.45%-23.8pp | 35.72%-21.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $768 | $4,105-81.3% | $3,739-79.5% | $4,753-83.8% |
| Participant deferral / active EE | $6,667 | $5,454+22.2% | $4,879+36.6% | $6,711-0.7% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |