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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 | $116,152 | $107,809+7.7% | $97,032+19.7% | $155,188-25.2% |
| Participation rate | 5.3% | 75.5%-70.2pp | 71.6%-66.3pp | 80.8%-75.5pp |
| Annual return | 21.47% | 38.06%-16.6pp | 35.38%-13.9pp | 148.84%-127.4pp |
| Employer contribution / active EE | $51 | $2,911-98.3% | $2,629-98.1% | $4,248-98.8% |
| Participant deferral / active EE | $1,137 | $5,129-77.8% | $4,672-75.7% | $6,531-82.6% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |