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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 | $68,490 | $183,592-62.7% | $155,574-56.0% | $145,877-53.0% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 12.26% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $431 | $5,317-91.9% | $4,676-90.8% | $4,663-90.8% |
| Participant deferral / active EE | $7,654 | $6,466+18.4% | $5,629+36.0% | $6,691+14.4% |
| Admin fee / account holder | $135 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |