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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 | $156,536 | $135,956+15.1% | $123,894+26.3% | $273,972-42.9% |
| Participation rate | 15.0% | 84.1%-69.1pp | 81.4%-66.4pp | 83.0%-68.0pp |
| Annual return | 7.80% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $413 | $5,170-92.0% | $4,617-91.1% | $4,869-91.5% |
| Participant deferral / active EE | $2,500 | $6,343-60.6% | $5,984-58.2% | $5,287-52.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |