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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 | $76,485 | $71,230+7.4% | $93,727-18.4% | $80,959-5.5% |
| Participation rate | 9.3% | 60.4%-51.1pp | 68.7%-59.4pp | 67.7%-58.4pp |
| Annual return | 18.19% | 11.26%+6.9pp | 133.83%-115.6pp | 35.67%-17.5pp |
| Employer contribution / active EE | $145 | $1,565-90.7% | $2,421-94.0% | $2,757-94.7% |
| Participant deferral / active EE | $2,082 | $4,037-48.4% | $4,417-52.9% | $4,300-51.6% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |