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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 | $61,611 | $183,592-66.4% | $155,567-60.4% | $145,959-57.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 17.90% | 61.24%-43.3pp | 64.74%-46.8pp | 561.95%-544.1pp |
| Employer contribution / active EE | $803 | $5,315-84.9% | $4,674-82.8% | $4,661-82.8% |
| Participant deferral / active EE | $10,400 | $6,464+60.9% | $5,628+84.8% | $6,689+55.5% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |