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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 | $27,781 | $183,516-84.9% | $155,534-82.1% | $145,884-81.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 29.08% | 61.43%-32.3pp | 64.92%-35.8pp | 551.85%-522.8pp |
| Employer contribution / active EE | $934 | $5,315-82.4% | $4,675-80.0% | $4,662-80.0% |
| Participant deferral / active EE | $7,350 | $6,467+13.7% | $5,630+30.5% | $6,690+9.9% |
| Admin fee / account holder | $204 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |