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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 | $128,609 | $111,814+15.0% | $103,378+24.4% | $145,978-11.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 22.59% | 24.80%-2.2pp | 24.91%-2.3pp | 550.52%-527.9pp |
| Employer contribution / active EE | $488 | $4,215-88.4% | $3,870-87.4% | $4,662-89.5% |
| Participant deferral / active EE | $2,692 | $5,618-52.1% | $5,058-46.8% | $6,690-59.8% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |