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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 | $173,859 | $117,895+47.5% | $102,460+69.7% | $145,897+19.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 22.20% | 31.92%-9.7pp | 29.47%-7.3pp | 552.29%-530.1pp |
| Employer contribution / active EE | $800 | $3,619-77.9% | $3,025-73.6% | $4,663-82.8% |
| Participant deferral / active EE | $10,167 | $5,736+77.2% | $5,056+101.1% | $6,689+52.0% |
| Admin fee / account holder | $24 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |