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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 | $187,751 | $106,280+76.7% | $96,538+94.5% | $139,487+34.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.65% | 38.48%-20.8pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $395 | $4,107-90.4% | $3,740-89.4% | $4,755-91.7% |
| Participant deferral / active EE | $5,600 | $5,457+2.6% | $4,880+14.7% | $6,713-16.6% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |