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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 | $161,877 | $275,752-41.3% | $256,809-37.0% | $198,609-18.5% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 21.20% | 34.81%-13.6pp | 32.73%-11.5pp | 202.70%-181.5pp |
| Employer contribution / active EE | $1,848 | $7,721-76.1% | $7,263-74.6% | $5,055-63.4% |
| Participant deferral / active EE | $11,433 | $10,037+13.9% | $9,520+20.1% | $6,977+63.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |