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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 | $142,264 | $201,344-29.3% | $184,243-22.8% | $145,877-2.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 23.43% | 29.01%-5.6pp | 28.82%-5.4pp | 551.28%-527.9pp |
| Employer contribution / active EE | $894 | $7,022-87.3% | $6,427-86.1% | $4,663-80.8% |
| Participant deferral / active EE | $16,564 | $9,807+68.9% | $9,132+81.4% | $6,691+147.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |