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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 | $126,466 | $154,228-18.0% | $145,433-13.0% | $137,256-7.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 24.54% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $200 | $4,804-95.8% | $4,554-95.6% | $4,156-95.2% |
| Participant deferral / active EE | $17,085 | $8,216+107.9% | $7,897+116.3% | $6,407+166.7% |
| Admin fee / account holder | $142 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |