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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 | $221,909 | $110,379+101.0% | $102,412+116.7% | $145,884+52.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.40% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $395 | $4,216-90.6% | $3,870-89.8% | $4,662-91.5% |
| Participant deferral / active EE | $5,600 | $5,622-0.4% | $5,060+10.7% | $6,690-16.3% |
| Admin fee / account holder | $124 | $9,745-98.7% | $8,388-98.5% | $13,392-99.1% |