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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 | $159,536 | $209,336-23.8% | $197,124-19.1% | $137,256+16.2% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 19.81% | 48.09%-28.3pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $930 | $6,591-85.9% | $6,227-85.1% | $4,156-77.6% |
| Participant deferral / active EE | $10,622 | $9,614+10.5% | $9,135+16.3% | $6,407+65.8% |
| Admin fee / account holder | $140 | $17,308-99.2% | $16,298-99.1% | $12,270-98.9% |