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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 | $174,726 | $197,625-11.6% | $177,840-1.8% | $158,966+9.9% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 13.74% | 58.76%-45.0pp | 48.32%-34.6pp | 302.95%-289.2pp |
| Employer contribution / active EE | $504 | $6,698-92.5% | $5,919-91.5% | $4,762-89.4% |
| Participant deferral / active EE | $8,666 | $8,405+3.1% | $7,714+12.4% | $5,983+44.8% |
| Admin fee / account holder | $12 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |