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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 | $82,134 | $89,370-8.1% | $141,197-41.8% | $72,976+12.5% |
| Participation rate | 69.4% | 75.1%-5.7pp | 82.5%-13.0pp | 69.5%0pp |
| Annual return | 32.15% | 111.88%-79.7pp | 71.41%-39.3pp | 81.02%-48.9pp |
| Employer contribution / active EE | $403 | $3,115-87.0% | $4,736-91.5% | $2,440-83.5% |
| Participant deferral / active EE | $5,605 | $5,419+3.4% | $6,710-16.5% | $3,608+55.4% |
| Admin fee / account holder | $16 | $5,957-99.7% | $10,265-99.8% | $5,124-99.7% |