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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 | $136,886 | $110,240+24.2% | $96,544+41.8% | $139,487-1.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.58% | 26.41%-5.8pp | 25.88%-5.3pp | 373.84%-353.3pp |
| Employer contribution / active EE | $800 | $3,622-77.9% | $2,966-73.0% | $4,755-83.2% |
| Participant deferral / active EE | $10,000 | $5,549+80.2% | $4,851+106.1% | $6,713+49.0% |
| Admin fee / account holder | $24 | $11,602-99.8% | $8,254-99.7% | $11,407-99.8% |